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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-31
ID RA APPROVED 2018-10-24
  • TX RA
    APPROVED
    Since 2024-07-31
  • ID RA
    APPROVED
    Since 2018-10-24

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

3393 Merlin Drive, Suite C, Idaho Falls, ID 83404 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-12
S63 Uniform Securities Agent State Law Examination 2006-10-27
  • S66 Uniform Combined State Law Examination
    2011-04-12
  • S63 Uniform Securities Agent State Law Examination
    2006-10-27
Other Names
  • Michael Onkes

View on SEC IAPD

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