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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2003-11-13 |
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