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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. T. Bolen & Associates (Self-Employed) | Knoxville | TN | 10/1988 | Present |
| Lpl Financial Llc | Knoxville | TN | 07/2012 | Present |
| Advantage Investment Management Llc | Knoxville | TN | 07/2012 | Present |
| Private Advisor Group, Llc | Knoxville | TN | 09/2019 | Present |
1. 07/31/2012: HT BOLEN & ASSOCIATES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - TIME SPENT 15% - LIFE, ANNUITIES, HEALTH, LTC, DISABILITY. 2. 11/5/2019 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2019 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 120 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. 3. 11/5/2019 - Private Advisor Group - DBA: (Hybrid) H T Bolen & Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/01/2019 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 120 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-30 |
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