Terri Elizabeth Krueger

Current Employers

Employment History

• 03/2014 → Present
  Lpl Financial Llc
  Syracuse, NY
• 03/2014 → Present
  Private Advisor Group, Llc
  Syracuse, NY

Other Businesses

1. 06/27/2014: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - Start 03/01/1999 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Notarize documents when needed 2. 07/28/2014: Private Advisors Group, LLC - Registered Investment Advisor - DBA: (Hybrid) Private Advisors Group, LLC - Investment Related - At Reported Business Location(s) - 100% Time Spent - IAR for RIA 3. 04/06/2015: KAFL - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 03/01/2015 - 20 Hr/Mo; 20 Hour(s) During Securities Trading - Financial Advisor. INS Types: Life, Health, Disability, LTC, Fixed Annuities 4. 04/06/2015: Morgan-White Ltd - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 03/17/2015 - 3 Hr/Mo; 3 Hour(s) During Securities Trading - Financial Advisor. INS Types: Dental, Vision 5. 11/01/2016: SelectAccount - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 11/15/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading - Agent offering Health Savings Accounts. 6. 2/28/2017: Morgan White Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/01/2017 - 5 Hours Per Month During Securities Trading - Health insurance. 7. 3/29/2019 - Private Advisor Group - DBA: (Hybrid) Krueger Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/14/2018 - 200 Hours Per Month/200 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 3/29/2019. I expect to spend approximately 200 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. 8. 10/24/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 08/12/2019 - 3 Hours Per Month/3 Hours During Securities Trading - HSA for clients with health insurance needs. 9. 10/30/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Started 08/12/2019 - 3 Hours Per Month During Securities Trading - Open HSA for clients with health insurance needs. 10. 11/7/2019 - NY Long Term Care Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/13/2016 - 80 Hours Per Month/3 Hours During Securities Trading. 11. 1/22/2020 - Main Street Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/17/2020 - 80 Hours Per Month/32 Hours During Securities Trading. 12. 12/13/2021 - Body Shop - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 12/09/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Consultant. 13. 08/05/2024 - Pampered Chef - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 07/08/2024 - 10 Hours Per Month/ 0 Hours During Trading 14. 08/20/2024 - Pampered Chef - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 07/08/2024 - 10 Hours Per Month/ 0 Hours During Trading 15. 10/28/2024- Orla Wealth Management- DBA for LPL Business (entity for LPL business)- INV REL- At Rep Bus Loc(s)- Started 10/24/24- 60 hrs a mth/ 40 hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-24

Designations

Other Names

• Terri E Leounis
• Terri E Heburn
• Terri Elizabeth Mahalick
• Terri Reilly