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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-09-28 |
| TX | RA | APPROVED | 2016-01-29 |
| VA | RA | APPROVED | 2015-12-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1415 Rolkin Court, Suite 202, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlottesville | VA | 12/2015 | Present |
| Private Advisor Group, Llc | Charlottesville | VA | 12/2015 | Present |
(1) 12/18/2015: No Business Name - Real Estate Rental - Investment Related - 4778 BLUEJAY WAY, CHARLOTTESVILLE, VA 22911 - Start 10/01/2013 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent - Ownership in rental home with wife. No corporate structure. (2) 04/08/2016: Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) Arcuri & Associates - Investment Related - 600 Peter Jefferson Parkway, Suite 370, Charlottesville, VA 22911 - Start 12/18/2015 - 140 Hr/Mo; 0 Hour(s) During Securities Trading; 0% Time Spent (3) 04/08/2016: Private Advisor Group - Registered Investment Advisor - DBA: (Hybrid) Private Advisor Group - Investment Related - 600 Peter Jefferson Parkway, Suite 370, Charlottesville, VA 22911 - Start 12/2015 - 140 Hr/Mo (4) 4/8/2016 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 2015 - Time Spent 60%. (5) 10/03/2016: Arcuri Associates Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 600 Peter Jefferson Parkway, Suite 370, Charlottesville, VA 22911 - Start 12/18/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading (6) 03/23/2022 - Private Advisor Group - DBA: Arcuri Associates Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 12/18/2015 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 160 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. (7) 11/14/2023 - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 11/08/2021 - 0 Hours Per Month/ During Trading (8) 12/06/2024 - Other - Notary Public - Not investment Related - At Reported Business Location(s) - Start Date 06/18/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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