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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| NJ | RA | APPROVED | 2015-08-31 |
Branch Locations
9000 Midlantic Dr. Ste 120, Mt. Laurel, NJ 08054 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Mt Laurel | NJ | 08/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 08/2015 | Present |
1)8/28/15-BALLAST FINANCIAL LLC/DBA FOR LPL BUSINESS/100%/MT LAUREL, NJ 2)8/25/15-KEVIN ROSS /NON-VARIABLE INSURANCE/AGENT/1%/MT LAUREL,NJ 3) 09/22/2015 - Private Advisor Group - Registered Investment Advisor DBA - (Hybrid) Ballast Financial, LLC - inv rel - at reported business location(s) - start 2015 - time spent 100% 4) 09/22/2015 - Private Advisor Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-18 |
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