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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| OH | RA | APPROVED | 2024-02-06 |
Branch Locations
20 S. Main St, Springboro, OH 45066 • United States
305 Madison Avenue, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Kiplinger Investment Advisors Llc | Springboro | OH | 07/2007 | Present |
| Lpl Financial Llc | Springboro | OH | 06/2011 | Present |
| Wealth Management Group, Inc. | Dayton | OH | 07/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2024 | Present |
1.02/15/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Scheeler Financial Group; Investment Related; at Reported Business Location(s); Start Date 02/06/2024; 160hrs/mth; 130hrs during trading 2.06/28/2024; (Hybrid) Private Advisor Group / Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/06/2024; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.07/10/2024; (Hybrid) Scheeler Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/06/2024; 160hrs/mth; 130hrs during trading; 4.07/20/2026; Norm Grevey Investments LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 160hrs during trading 5.08/07/2026; (HYBRID) Norm Grevey Investments; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/14/2026; 160hrs/mth; 160hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-03 |
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