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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2018-10-25 |
| TX | RA | APPROVED_RES | 2018-10-24 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3393 Merlin Ave Suite C, Idaho Falls, ID 83404 • United States
2 Springs Pkwy, Ste 202, Victor, ID 83455 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Idaho Falls | ID | 03/2012 | Present |
| Independent Financial Partners | Idaho Falls | ID | 12/2013 | 10/2018 |
| Private Advisor Group, Llc | Idaho Falls | ID | 10/2018 | Present |
1.03/02/2012; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Merrill & Brown Investments; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.05/25/2012; None. Individual self.; Real Estate Rental; Investment Related; ; Start Date ; hrs/mth; hrs during trading 3.05/25/2012; Dura manufacturing; family business; Investment Related; ; Start Date ; hrs/mth; hrs during trading 4.10/21/2016; Merrill Investments LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 03/01/2012; 0hrs/mth; 0hrs during trading 5.11/06/2018; (hybrid) Private Advisor Group / Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/10/2018; 100hrs/mth; 20hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/06/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 6.02/14/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Merrill Investments; Investment Related; at Reported Business Location(s); Start Date 10/15/2018; 120hrs/mth; 120hrs during trading 7.06/07/2021; None. Individual self.; Real Estate Rental; Investment Related; 150 Puuoklii Lahaina,Hi 96761; Start Date 06/01/2018; 1hrs/mth; 0hrs during trading 8.07/30/2026; Victor Valley Citizens Alliance; Politics/ Government; Not Investment Related; Victor,ID; Start Date 06/11/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-27 |
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