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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
56 Harrison St Ste 203, New Rochelle, NY 10801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | White Plains | NY | 05/2014 | 04/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | White Plains | NY | 05/2014 | Present |
| Lpl Financial, Llc | New Rochelle | NY | 05/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2022 | Present |
1-05/2022 / Flynn Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / New Rochelle, NY 2- 05/05/2022 - Private Advisor Group - DBA: (Hybrid) Flynn Financial Partners LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 5/1/2022 - 180 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 180 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- 05/05/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/1/2022 - 180 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2022. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-30 |
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