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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-04-18 |
| TX | RA | APPROVED_RES | 2013-03-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
385 State Route 24 Suite 3P, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chester | NJ | 03/2013 | Present |
| Private Advisor Group, Llc | Chester | NJ | 03/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-17 |
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