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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-14 |
Branch Locations
384 Main Street, Bedminster, NJ 07921 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedminster | NJ | 09/2018 | Present |
| Pennsylvania State University | State College | PA | 08/2020 | 05/2023 |
| Lehigh University | Bethlehem | PA | 01/2017 | 05/2018 |
| The Sagamore Resort | Bolton Landing | NY | 05/2017 | 08/2018 |
| Vineyard Vines | Short Hills | NJ | 09/2016 | 12/2016 |
| The Sagamore Resort | Bolton Landing | NY | 05/2016 | 09/2016 |
| Private Advisor Group, Llc | Bedminster | NJ | 02/2024 | Present |
1) 09/11/2023 - Private Advisor Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 11/07/2023 - Private Advisor Group - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 9/13/2018 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/24/2023. 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) 09/17/2024 - Main Street Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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