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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
| VA | RA | APPROVED | 2024-02-14 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 04/2021 | 01/2024 |
| 3 Nations Brewing Co. | Carollton | TX | 11/2016 | 04/2021 |
| Charles Schwab & Co. | Southlake | TX | 02/2022 | 01/2024 |
| Global Advisor Group | Reston | VA | 02/2024 | Present |
| Lpl Financial Llc | Reston | VA | 02/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2024 | Present |
1) 02/2024 - Global Advisor Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 02/22/2024 - Private Advisor Group DBA Global Advisor Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Started: 2/12/2024 - 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 02/22/2024 - Private Advisor Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 2/12/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
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