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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-03 |
Branch Locations
300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Associates, Llc | West Chester | PA | 01/2019 | Present |
| Lpl Financial Llc | West Chester | PA | 01/2019 | Present |
| Lidl Us | Philadelphia | PA | 07/2017 | 12/2018 |
| Lidl Us | Philadelphia | PA | 05/2016 | 06/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | Present |
1)8/12/2020- Financial Planning Associates, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Chester, PA- 100% 2)8/12/2020- FPA Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Chester, PA- 100% 3)1/26/2023 - No Business Name - Investment Related - Philadelphia, PA 19146 - Real Estate Rental - Start Date - 10/23/2021 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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