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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-06-19 |
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
2700 Cumberland Pkwy Se, Suite 410, Atlanta, GA 30339 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Blairsville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 09/2009 | Present |
| Independent Financial Partners | Atlanta | GA | 08/2016 | 11/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2019 | Present |
1. 12/23/2009: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Time Spent 10% - Fixed insurance sales. 2. 5/23/2019 - DeHaan Lindsey Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/22/2019 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-20 |
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