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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-25 |
Branch Locations
1939 Roland Clarke Place, Suite 400, Reston, VA 20191 • United States
Williamsburg, VA • 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 |
|---|---|---|---|---|
| Global Advisor Group/ Lpl | Reston | VA | 09/2024 | Present |
| Coastal Church | Yorktown | VA | 07/2014 | 09/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 11/2024 | Present |
1- 10/01/2024 / Global Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/01/2024 / Care Net Peninsula / Tax Prep/Accounting/CPA / Investment Related / 3 hrs mth / Start date: 09/01/2022 3- 01/15/2025- Private Advisor Group- Registered Investment Advisor - INV Related- At Reported Business Location(s)- Start date 09/20/2024- 160 Hours During Trading- 8 Hours During Trading 4- 01/15/2025- Private Advisor Group- Registered Investment Advisor -I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2024. 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.- INV Related- At Reported Business Location(s)- Start date 09/20/2024- 160 Hours During Trading- 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
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