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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-01
CA RA APPROVED 2024-05-10
PA RA APPROVED 2012-02-25
  • TX RA
    APPROVED
    Since 2024-08-01
  • CA RA
    APPROVED
    Since 2024-05-10
  • PA RA
    APPROVED
    Since 2012-02-25

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

8000 Brooktree Road, Suite 305, Wexford, PA 15090 • 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
Lpl Financial, Llc Wexford PA 10/2007 Present
Private Advisor Group, Llc Wexford PA 02/2012 Present
Previous Registrations
  • 2001-10-10 → 2012-04-12
    Kremer & Associates, Inc.
    Wexford, PA
  • 2005-08-31 → 2007-10-22
    Cantella & Co., Inc.
    Wexford, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-06
S63 Uniform Securities Agent State Law Examination 1990-06-21
  • S65 Uniform Investment Adviser Law Examination
    1995-02-06
  • S63 Uniform Securities Agent State Law Examination
    1990-06-21
Designations
Other Names
  • Donald J Kremer

View on SEC IAPD

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