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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-31 |
| ID | RA | APPROVED | 2018-10-24 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3393 Merlin Drive, Suite C, Idaho Falls, ID 83404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Ammon | ID | 09/2014 | 12/2016 |
| Lpl Financial, Llc | Idaho Falls | ID | 12/2016 | Present |
| Independent Financial Partners | Ammon | ID | 12/2016 | 10/2018 |
| Private Advisor Group, Llc | Idaho Falls | ID | 10/2018 | Present |
1. 12/15/16- WILLOW CREEK WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2. 12/15/16- NELSON FINANCIAL GROUP- Non-Variable Insurance- Agent- Midvale, UT -start date 6/1/13- 5% 3. 12/15/16- MK VENTURES- Real Estate Rental- Owner - Idaho Falls, ID - start date 1/1/2013- 1% 4. 12/15/16- Real Estate Rental- Owner - Ammon, ID - start date 12/1/2014- 0% 5. 12/19/2016 - WILLOW CREEK WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/8/2016 - Time Spent 100%. 6. 02/13/2017 - Merrill and Brown Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2017 - 0 Hours per Month/0 Hours During Securities Trading - Securities business. 7. 11/10/2020 - MK Ventures - Investment Related - Home Based & Chubbuck, ID 83202 - Real Estate Rental - Started 07/31/2019 - 1 Hours Per Month/0 Hours During Securities Trading. 8. 12/3/2020 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/07/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group independent investment advisor firm. I started this business activity in 12/2020. 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 | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-27 |
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