Best Investors Account Sign in
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-05-15
TX RA APPROVED 2017-05-15
  • TN RA
    APPROVED
    Since 2017-05-15
  • TX RA
    APPROVED
    Since 2017-05-15

Branch Locations

795 Ridge Lake Blvd, Suite 100, Memphis, TN 38120 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning, Inc Fort Worth TX 03/2007 05/2017
First Command Financial Services, Inc Fort Worth TX 04/2007 05/2017
First Command Advisory Services Fort Worth TX 12/2015 05/2017
Lpl Financial, Llc Memphis TN 05/2017 Present
Private Advisor Group, Llc Morristown NJ 05/2017 Present
  • 03/2007 → 05/2017
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 04/2007 → 05/2017
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → 05/2017
    Fort Worth, TX
  • 05/2017 → Present
    Lpl Financial, Llc
    Memphis, TN
  • 05/2017 → Present
    Morristown, NJ
Previous Registrations
Other Businesses

1. 05/12/2017 - SILVER LEAF, INC./ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 10%/ MEMPHIS, TN 2. 05/12/2017 - MEMPHIS PLANNING AND WEALTH/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 20%/ MEMPHIS, TN 3) 06/07/2017- Private Advisor Group-DBA: (Hybrid) MEMPHIS PLANNING AND WEALTH-investment related- At reported business location(s)- Registered Investment Advisor DBA- start 5/1/2017- Hours per month 190/ hours during trading 6- Time spent percent 801% -I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/5/2017. I expect to spend approximately 190 hours/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) 06/06/2017 -PRIVATE ADVISOR GROUP- investment related- At reported business location(s)- Registered Investment Advisor-start 5/1/2017- Hours per month 10/ Hours during trading 0- Time spent percent 10% -I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/5/2017. I expect to spend approximately 10 hours/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. 5) 6/23/2017 - Silver Leaf Inc - Investment Related - 795 Ridge Lake Blvd, Suite 100, Memphis, TN 38120 - Real Estate Rental - Start 06/23/17 - 0 Hours Per Month - Sublease to independent professionals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-31
  • S66 Uniform Combined State Law Examination
    2005-08-31
Designations
Other Names
  • Josh Black
  • Joshua D Black

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Memphis, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor