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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-03-26 |
| TX | RA | APPROVED | 2020-03-24 |
Branch Locations
190 W Magee Rd Suite 182, Tucson, AZ 85704 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
4365 E Pecos Rd, Suite 112, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marriott International | Plano | TX | 06/2016 | 11/2020 |
| Lpl Financial Llc | Tuscon | AZ | 12/2019 | Present |
| Private Advisor Group | Tucson | AZ | 11/2019 | Present |
1. 12/3/2019 - Harry S. Lodge and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/5/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 9/23/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 11/5/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support Private Advisor Group an independent investment advisor firm. I started this business activity in 12/2019. 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. 3. 9/23/2021 - Private Advisor Group - DBA: (Hybrid) Harry S. Lodge & Associates - Investment Related - At Reported Business Location(s) - ADMIN. - Started 02/03/2020 - 240 Hours Per Month/125 Hours During Securities Trading - I provide administrative support to Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2021. 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. 4. 05/03/2023 - HSL & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/24/2023 - 160 Hours Per Month/160 Hours During Securities Trading 5. 12/27/2023 - The Samko Group, LLC - Non-Investment Related - San Tan Valley, AZ - Business Entity For Tax/Investment Purposes Only - Started: 1/1/204 - 1 Hr/Mo During Trading. 6. 02/05/2026 - io Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/03/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-29 |
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