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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| NJ | RA | APPROVED | 2017-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bedminster | NJ | 05/1998 | Present |
| Private Advisor Group, Llc | Bedminster | NJ | 09/2017 | Present |
1. 04/11/2011 - RYAN WEALTH MANAGEMENT SERVICES - NOT INV REL - NON-VARIABLE INSURANCE - INS TYPES: LIFE, HEALTH, DISABILITY, LONG TERM CARE, FIXED ANNUITIES - 5% TIME SPENT - SELL NON-VARIABLE INSURANCE OUTSIDE LPL. 2. 10/3/2017 - Main Street Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2017 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 10/3/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/02/2017 - 120 Hours Per Month/7 Hours During Securities Trading - 120 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 120 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. 4. 10/3/2017 - Private Advisor Group - DBA: (Hybrid) Main Street Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/02/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-15 |
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