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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-23 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
6550 Rock Spring Drive, Suite 535, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville | MD | 05/2015 | Present |
| Maryland Financial Group, Inc | 5550 Friendship Blvd | MD | 05/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2025 | Present |
(1) 06/09/2015: Insurance - Not Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Start 05/07/2015 - 5% of time spent - Ins Type: Long term care life disability (2) 06/09/2015: ABC Holdings of the Mid Atlantic and SE - Inv rel - At Reported Business Location(s) - Non-Variable Insurance - Start 05/07/2015 - 5% of time spent - Ins Type: Long term care life disability 3) 06/25/2025 - Brad Glickman LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:07/01/2022 - 160 Hrs/Mth - 120 Hrs During Trading. 4) 07/02/2025 - IntegriGEN Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/03/2015 - 200 Hrs/Mth - 200 Hrs During Trading. 5) 07/15/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start Date:06/23/2015 - 160 Hrs/Mth - 6 Hrs During Trading. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1996-12-02 |
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