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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2013-04-18
TX RA APPROVED_RES 2013-03-22
  • NJ RA
    APPROVED
    Since 2013-04-18
  • TX RA
    APPROVED_RES
    Since 2013-03-22

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

385 State Route 24 Suite 3P, Chester, NJ 07930 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Chester NJ 03/2013 Present
Private Advisor Group, Llc Chester NJ 03/2013 Present
Previous Registrations
Other Businesses

1. 03/19/2013: Euvino Barbara Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 4/29/2013: Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100% - (HYBRID) Provide financial planning and asset management for a fee. 3. 8/19/2015: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 10/03/2003 - 1 Hour Per Month - Notary Public, do not charge for service. 4. 10/30/2015: Euvino Barbara Private Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/03/2015 - 1 Hour Per Month During Securities Trading. 5. 11/29/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/16/2016 - 2 Hours Per Month/1 Hour During Securities Trading. 6. 5/2/2017 - EUVINO BARBARA PROPERTY MANAGEMENT LLC - Investment Related - 385 Route 24, Suite 3P, Chester NJ 07930 - Business Entity For Tax/Investment Purposes Only - Co owner - Start 06/20/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 7. 1/22/2020 - Private Advisor Group - DBA: (Hybrid) Euvino Barbara Private Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/11/2013 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 1/2020. 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. 8. 4/6/2021 - JOSEPH K BARBARA - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 3/31/2021 - 1 Hours Per Month/1 Hours During Securities Trading - EIN is for own personal health care. 9. 4/13/2021 - Gallo Wealth Management LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 4/8/2021 - 1 Hours Per Month/1 Hours During Securities Trading - For tax and healthcare purpose.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-17
  • S66 Uniform Combined State Law Examination
    2005-06-17

View on SEC IAPD

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