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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-07-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
901 Wilshire Drive, Suite 262, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | MI | 06/2014 | Present |
| Private Advisor Group, Llc | Birmingham | MI | 06/2014 | Present |
1. 09/19/2014 - PRIVATE ADVISOR GROUP, LLC -REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 220 HOURS PER MONTH - BLOOMFIELD HILLS, MI 2. 12/4/2014 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% - Advisory services provided by the RIA. 3. 04/11/2016 * Millennium Wealth Management * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/30/2014 * 160 HRS/MO; 112 HRS DURING SECS TRDG HRS. * Financial planning services. 4. 4/28/2016 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) Millennium Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 06/30/2014 * 160 HRS/MO; 112 HRS/MO DURING SECS TRDG HRS. 5. 3/25/2020 - ARTEMIS WEALTH MANAGEMENT - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - President - Start Date: 03/23/2020 - 120 Hours Per Month/7 Hours During Securities Trading. 6. 03/01/2024 - ARTEMIS WEALTH ADVISORS - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 170 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 170 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 7. 04/04/2024 - ARTEMIS WEALTH ADVISORS LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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