Steven James Tackman

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial Llc
  Escanaba, MI
• 05/2009 → 12/2019
  Advantage Investment Management, Llc
  Escanaba, MI
• 09/2019 → Present
  Private Advisor Group, Llc
  Escanaba, MI

Previous Registrations

• 2010-06-25 → 2019-12-31
  Advantage Investment Management, Llc
  Escanaba, MI
• 2009-05-19 → 2012-07-31
  National Planning Corporation
  Escanaba, MI
  Escanaba, MI
  Gladstone, MI

Other Businesses

1) 6/20/2012 - Tackman Tax & Business Consulting - Investment Related - Tax Prep/Accounting/CPA - Owner - Time Spent 5%. 2) 6/20/2012 - Gladstone Economical Development Corp - Not Investment Related - Non-Profit Board Member - board member - Time Spent 0%. 3) 12/19/2019 - Private Advisor Group - DBA: (Hybrid) Tackman Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/02/2019 - 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 in 12/2019. 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. 4) 12/19/2019 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/02/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2019. 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) 12/7/2022 - TACKMAN HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading 6) 06/20/2012 - Tackman Capital Management - Investment Related - DBA for LPL Business (entity for LPL business) 7) 01/17/2025- Tackman Capital Management- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/19/2024 - 7 hours per month/ 1 hour during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-06-29
• S65 Uniform Investment Adviser Law Examination
  1999-08-17
• S63 Uniform Securities Agent State Law Examination
  1991-10-23