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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-25
  • TX RA
    APPROVED_RES
    Since 2025-07-25

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

2180 North Loop West, Ste 270, Houston, TX 77018 • United States

Belton, TX • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Benefit Group, Llc. Belton TX 04/2009 Present
Centaurus Financial Inc. Anaheim CA 04/2013 07/2025
Lpl Financial Llc Belton TX 07/2025 Present
Private Advisor Group, Llc Morristown NJ 07/2025 Present
Previous Registrations
Other Businesses

1. 06/2025 - The Benefit Group, LLC - Insurance Agency - Investment Related - Belton, TX 76513 - Start date: 04/01/2009 - 175 Hrs/Mth - 5 Hrs During Trading - Time Spent: 40 2. 06/2025 - Oak Point, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Belton, TX 76513 - Start date: 12/31/2021 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 3. 06/2025 - ILOVETHISHOUSE, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Belton TX 76513 - Start date: 03/01/2020 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 4. 06/2025 - TBG Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Belton TX 76513 - Start date: 09/01/2014 - 1 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 5. 06/2025 - Brookwood Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Belton TX 76513 - Start date: 6/25/2025 - 250 Hrs/Mth - 8 Hrs During Trading - Time Spent: 40 6. 06/2025 - 110 E. 10th Ave - office - Real Estate Rental - Investment Related - Belton TX 76513 - Start date: 06/01/2022 - 5 Hrs/Mth - 0 Hrs During Trading - Time Spent: 2 7. 08/04/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/06/2025 - 0 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 0 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-24
S65 Uniform Investment Adviser Law Examination 2003-11-13
  • S63 Uniform Securities Agent State Law Examination
    2013-06-24
  • S65 Uniform Investment Adviser Law Examination
    2003-11-13
Designations
Other Names
  • Kasey Luv Hopps

View on SEC IAPD

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