Best Investors Account Sign in
Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-08
OH RA APPROVED 2014-12-19
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • OH RA
    APPROVED
    Since 2014-12-19

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

5715 Harrison Avenue, Cincinnati, OH 45211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foundation Financial Group Cincinnati OH 01/1999 Present
Lpl Financial Llc Cincinnati OH 12/2014 Present
Private Advisor Group, Llc Cincinnati OH 12/2014 Present
  • 01/1999 → Present
    Foundation Financial Group
    Cincinnati, OH
  • 12/2014 → Present
    Lpl Financial Llc
    Cincinnati, OH
  • 12/2014 → Present
    Cincinnati, OH
Previous Registrations
  • 2010-09-02 → 2014-12-31
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Cincinnati, OH
    Bellefontaine, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2009-03-19 → 2010-09-07
    Investment Advisors International, Inc.
    Harrison, OH
Other Businesses

1. 3/26/2015 - Foundation Wealth Management - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - TIME SPENT 100%. 2. 3/26/2015: Private Advisor Group, LLC - DBA: (HYBRID) PRIVATE ADVISOR GROUP - INVESTMENT RELATED - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 100% - Provides Investment advice. 3. 5/20/2015: PRIVATE ADVISOR GROUP - DBA: (HYBRID) FOUNDATION WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - STARTED 12/22/2014 - 150 HOURS PER MONTH DURING SECURITIES TRADING. 5. 6/27/2016: InSource, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/20/2015 - 2 Hours Per Month During Securities Trading - Agent - life & fixed annuities. 6. 6/7/2017: FFG Inc (aka Foundation Financial Group) - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Mortgage loan officer/broker - Started 01/01/1999 - 10 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-03
S63 Uniform Securities Agent State Law Examination 2008-09-22
  • S65 Uniform Investment Adviser Law Examination
    2009-02-03
  • S63 Uniform Securities Agent State Law Examination
    2008-09-22
Other Names
  • Bill Wittich

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor