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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
| MA | RA | APPROVED | 2022-09-27 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
197 First Ave, Suite 340, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Financial Group, Inc. | Wellesley | MA | 10/2015 | 06/2019 |
| Weston Financial Group, Inc. | Wellesley | MA | 06/2019 | 11/2021 |
| Washington Trust Advisors, Inc. | Wellesley | MA | 11/2021 | 09/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2022 | Present |
| Northward Financial Group | Needham | MA | 09/2022 | Present |
1.Mr. Lonergan is an owner of Northward Financial Group through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC.
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