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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-24 |
| NJ | RA | APPROVED | 2022-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morristown | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morristown | NJ | 11/2016 | 08/2018 |
| Steward Partners Global Advisory, Llc | Florham Park | NJ | 08/2018 | 03/2022 |
| Steward Partners Investment Advisory, Llc | New York | NY | 08/2018 | 03/2022 |
| Raymond James Financial Services, Inc | Morristown | NJ | 08/2018 | 03/2022 |
| Lpl Financial Llc | Morristown | NJ | 03/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2022 | Present |
1)3/2022- PRIVATE ADVISOR GROUP- DBA for LPL Business (entity for LPL business)- inv related- MORRISTOWN, NJ 2) 03/22/2022 - PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Advisor - Start Date - 2/17/2021 - 160 Hours Per Month/6.5 Hours During Securities - Time Spent 100%. 3) 06/14/2022 - Galbraith Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/07/2022 - 160 Hours Per Month/ 130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-06 |
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