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2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-17 |
| NY | RA | APPROVED | 2021-06-04 |
| NJ | RA | APPROVED | 2021-05-11 |
| FL | RA | APPROVED | 2021-03-10 |
Branch Locations
2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2005 | 02/2018 |
| Lpl Financial, Llc | Palmetto | FL | 02/2018 | Present |
| The Private Client Advisory Group, Llc | Palmetto | FL | 03/2021 | Present |
| Lpl Financial Llc | Tampa | FL | 02/2018 | 02/2021 |
| J. Scott Savage, Sole Proprietor | Palmetto | FL | 05/1992 | Present |
| All American Dream Wealth Management Llc | Toms River | NJ | 07/2007 | 03/2021 |
1. 3/24/2021 - The Private Client Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/12/2021 - 160 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through The Private Client Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 3/2021. 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. 2. 02/05/2026 - Zenith Marketing Group - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 03/12/2019 - 8 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-03 |
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