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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-04-04 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
223 Addison Rd Suite 301, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonecastle Consulting | Glastonbury | CT | 08/2021 | Present |
| Lpl Financial, Llc | Glastonbury | CT | 08/2021 | Present |
| Wells Fargo Bank, N.A. | Meriden | CT | 12/2017 | 08/2021 |
| Wells Fargo Bank, N.A. | Hamden | CT | 08/2016 | 12/2017 |
| Private Advisor Group | Glastonbury | CT | 08/2021 | Present |
1. 10/21/2021 - StoneCastle Consulting - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/5/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Administrator/Assistant - Started 8/2/2021 - 160 Hours Per Month/140 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2021. 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 services t 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 | 2021-12-17 |
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