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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-06-13 |
Branch Locations
2700 Cumberland Pkwy, Ste 410, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 03/2010 | Present |
| Independent Financial Partners | Woodstock | GA | 08/2016 | 05/2019 |
| Private Advisor Group, Llc | Atlanta | GA | 05/2019 | Present |
1. 3/26/2010: DeHaan Wealth Management - INV REL - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 11/09/2010: INV REL - At Reported Business Location(s) - No Business Name - Non-Variable Insurance - 5% Time Spent - Selling and servicing disability income policies 3. 5/23/2019 - DeHaan Lindsey Wealth Management - Investment related - At reported business location(s) - start date: 05/22/2019 - 40 Hours Per Month/8 Hours During Securities Trading 4. 10/30/2019 - Private Advisor Group - DBA: (Hybrid) DEHAAN LINDSEY WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 05/22/2019 - 140 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through In Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 140 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-09 |
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