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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED_RES | 2017-09-13 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
721 Main Street Suite 100, Stevensville, MD 21666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Annapolis | MD | 12/2011 | Present |
| Private Advisor Group, Llc | Annapolis | MD | 12/2011 | Present |
1. 01/30/2012 - PRIVATE ADVISOR GROUP - Registered Investment Advisor - Private Advisor Group - INV REL - AT REPORTED BUSINESS LOCATION - (HYBRID) Provide asset management and financial planning for a fee - 80% TIME SPENT. 2. 09/28/2012 - Retirement Educators Group - Seminars - INV REL - AT REPORTED BUSINESS LOCATION - Provides retirement and lifestyle education courses to the public in a classroom setting - 10% TIME SPENT. 3. 3/3/2021 - Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/1/2021 - 150 Hours Per Month/110 Hours During Securities Trading. 4. 3/10/2021 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/01/2021 - 150 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 150 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/10/2021 - Private Advisor Group - DBA: (Hybrid) Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - Started 02/01/2021 - 150 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 150 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 06/26/2023 - Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 04/01/2023 - 5 Hours Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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