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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-12 |
Branch Locations
100 Chetwynd Drive, Suite 105, Rosemont, PA 19010 • 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 |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Plymouth Meeting | PA | 08/2016 | 05/2017 |
| Valmark Securities, Inc. | Akron | OH | 05/2017 | 10/2020 |
| Hewins Financial Advisors, Llc | Media | PA | 05/2017 | 05/2018 |
| Valmark Advisers, Inc. | Akron | OH | 05/2017 | 06/2018 |
| Wipfli Llp | Media | PA | 05/2017 | 09/2022 |
| Wipfli Financial Advisors, Llc | Media | PA | 06/2018 | 09/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2022 | Present |
1.Mr. Quinlan uses Stonedam Financial Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC (PAG). This activity is at the address Mr. Quinlan is registered at, and is related to his investment services practice. Mr. Quinlan devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Quinlan devotes to activity providing investment services through PAG. 2.Mr. Quinlan holds licenses to sell insurance and sells insurance products as an independent insurance agent. Mr. Quinlan devotes about 20 hours per month to this activity, including about 20 hours during securities trading hours, concurrently with time Mr. Quinlan devotes to activity providing investment services through PAG. This insurance business is separate and apart from Private Advisor Group, and does not include investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-13 |
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