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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
Branch Locations
1967 Wehrle Drive, Ste 4, Williamsville, NY 14221 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Investment Group | Williamsville | NY | 02/2013 | Present |
| Lpl Financial Llc | Williamsville | NY | 11/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2015 | Present |
1. 11/21/2014: Sage Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/10/2015: Private Advisor Group - DBA: (Hybrid) Sage Investment Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 0% - IAR with no advisory production. 3. 12/10/2015: Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 0% - IAR but no advisory production. 4. 02/12/2016 - SPECIFIC SOLUTION, INC. - INV REL - 1967 WEHRLE DR SUITE 1 WILLIAMSVILLE, NY 14221 - Non-Variable Insurance - START 02/05/2016 - 2 HOURS PER MONTH DURING TRADING - insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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