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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| CA | RA | APPROVED | 2024-05-10 |
| PA | RA | APPROVED | 2012-02-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
8000 Brooktree Road, Suite 305, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wexford | PA | 10/2007 | Present |
| Private Advisor Group, Llc | Wexford | PA | 02/2012 | Present |
1. 9/20/2007: Kremer & Associates, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 25% - Term life, universal life, LTC, and whole life and disability income. 2. 3/7/2012: Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 55% - (Hybrid) Advisory fees for investment management services, Provide Financial Plans for a fee, Hourly consulting, Retirement plan consulting at the plan and participant level. 3. 11/28/2018 - Kremer & Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2005 - 160 Hours Per Month/8 Hours During Trading. 4. 5/14/2019 - Private Advisor Group - DBA: (Hybrid) Kremer Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/17/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/14/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 5/14/2019 - Kremer Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President - Started 05/17/2019 - 1 Hour Per Month During Securities Trading. 6. 5/14/2019 - Kremer Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/17/2019 - 160 Hours Per Month During Securities Trading. 7. 08/16/2022- KREMER HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only-Start Date- 06/30/2022- 5 Hours Per Month/ 5 Hours During Securities Trading 8. 11/21/2022 - No Business Name - Investment Related - San Diego, CA 92101 - Real Estate Rental - Start Date: 01/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Garage rental at my vacation condominium.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
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