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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-13 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1415 Rolkin Court, Suite 202, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 05/2019 | 05/2022 |
| Ameriprise Financial Services, Llc | Charlottesville | VA | 06/2022 | 01/2025 |
| Wells Fargo Na | Charlottesville | VA | 07/2016 | 05/2019 |
| Lpl Financial Llc | Charlottesville | VA | 02/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2025 | Present |
1) 02/2025 - Arcuri Associates Wealth Management, LLC / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 160 Hrs per month - 100% Time Spent 2) 02/24/2025- Private Advisor Group- Registered Investment Advisor DBA- Arcuri Associates Wealth Management, LLC- INV Related- At Reported Business Location(s)- Start date 02/11/2025- 160 Hours Per Month- 160 Hours During Trading 3) 02/24/2025- Private Advisor Group- Registered Investment Advisor - INV Related- At Reported Business Location(s)- Start date 02/11/2025- 160 Hours Per Month- 160 Hours During Trading- I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
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