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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-16 |
| TX | RA | APPROVED | 2022-03-16 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
9800 Shelard Parkway, Suite 220, Plymouth, MN 55441 • United States
St Louis Park, MN • 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 Corporation | Plymouth | MN | 09/2009 | Present |
| Investors Financial Group | Minneapolis | MN | 06/2011 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2022 | Present |
1. 06/02/10 - NON-VARIABLE INSURANCE, LTC THROUGH NEWMAN LTC; DISABILITY THROUGH UNUM; LIFE (TERM) THROUGH PACIFIC LIFE; FIXED ANNUITIES THROUGH MASS MUTUAL., MICHAEL R. VITALE, 5% MN. 2. 8/11/10 - DBA ONLY/WEALTH ARCHITECTS, INC. 3. 06/30/2011 - REGISTERED INVESTMENT ADVISOR - INVESTORS FINANCIAL GROUP, LLC - 80% - $150,000 4. 03/30/2022 - Private Advisor Group - DBA: (Hybrid) Wealth Architects Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/18/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. 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. 5. 03/30/2022 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/18/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. 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 | 1993-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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