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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-07 |
| PA | RA | APPROVED | 2012-08-29 |
Branch Locations
907 Main Street, Suite 102, Stroudsburg, PA 18360 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Miami, FL • 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 | Stroudsburg | PA | 08/2012 | Present |
| Private Advisor Group, Llc | Stroudsburg | NJ | 08/2012 | Present |
1. 07/19/2012 - WEALTH STRATEGIES & MANAGEMENT LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 12/11/2013 - PRIVATE ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR - (HYBRID) WEALTH STRATEGIES & MANAGEMENT LLC - WE WILL PROVIDE FINANCIAL PLANS AND A SUBSCRIPTION BASED NEWSLETTER AND COUNSULTING SERVICE FOR A FIXED FEE AND/OR HOURLY BASIS. - 10% OF TIME SPENT - STROUDSBURG, PA 3. 12/11/2013 - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP, LLC - (HYBRID) LPL APPROVED RIA FOR ADVISORY BUSINESS. - 70% OF TIME SPENT - STROUDSBURG, PA 4. 09/08/2014: THE DAHAN/YURKO GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 907 MAIN ST., STE 102. STROUDSBURG PA 18360 - START 09/01/2012 - 60 HR/MO 8 DURING SECS TRDG HRS. 5. 04/08/2022 - No Business Name - Investment related - Killington VT 05751 - Real Estate Rental - Start Date: 07/11/2012 - 2 Hours Per Month/0 Hours During Securities Trading. 6. 11/29/2024 - BIND Holdings, LLC - Investment related - Macungie, PA - Real Estate Rental - Start Date: 04/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading 7. 12/30/2024- 851 NE 1st. Ave #5106- Real Estate Rental- Investment Related - Miami, FL- Start Date 08/01/2024- 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-03 |
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