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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-11-30 |
| TX | RA | APPROVED | 2018-10-31 |
Branch Locations
663 S. Washington Street, Alexandria, VA 22314 • United States
305 Madison Avenue, Morristown, NJ 07960 • 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 | Alexandria | VA | 05/2010 | Present |
| Independent Financial Partners | Alexandria | VA | 06/2010 | 10/2018 |
| Private Advisor Group, Llc | Alexandria | VA | 10/2018 | Present |
1. 11/7/2018 - Private Advisor Group (PAG) - DBA: (hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/07/2018. 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. 2. 5/30/2019 - Private Advisor Group - DBA: (Hybrid) Thrive Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/31/2018 - 120 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/30/2019. I expect to spend approximately 120 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. 3. 3/23/2021 - No Business Name - Investment Related - Home Based & Fairfax VA 22032 - Real Estate Rental - Started 04/01/2018 - 3 Hours Per Month/0 Hours During Securities Trading - Own and rent out a townhouse. 4. 4/16/2021 - Thrive Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/13/2010 - 40 Hours Per Month/30 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-21 |
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