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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-12 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
510 S. Main St., Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Financial Group | Towson | MD | 06/2018 | 01/2020 |
| Towson University | Towson | MD | 08/2016 | 08/2018 |
| Lpl Financial, Llc | Bel Air | MD | 06/2018 | Present |
| Sfg Wealth Management, Llc | Bel Air | MD | 06/2018 | 01/2021 |
| Private Advisor Group, Llc | Bel Air | MD | 01/2021 | Present |
1. 1/25/2021 - Harford Retirement Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 40 Hours Per Month During Securities Trading. 2. 1/28/2021 - Private Advisor Group - DBA: (Hybrid) Harford Retirement Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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 at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/28/2021 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/15/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2021. 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 at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 04/05/2024 - Simplicity Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 10 Hours Per Month/ 1 Hour During Trading 5. 06/11/2026 - Amazon Flex - Rideshare - Not Investment Related - Curtis Bay, MD - Start Date 06/15/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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