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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| LA | RA | APPROVED | 2016-03-01 |
| TN | RA | APPROVED | 2016-03-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2031 N. Mount Juliet Rd. Suite 200, Mt. Juliet, TN 37122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Mt. Juliet | TN | 03/2016 | Present |
| Lpl Financial Llc | Mt. Juliet | TN | 03/2016 | Present |
(1) 03/31/2016; Private Advisor Group, LLC; Registered Investment Advisor; (Hybrid) Private Advisor Group; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 3/1/2016; Advisory services provided by the RIA; TIME SPENT 100%. (2) 03/31/2016; Private Advisor Group; Registered Investment Advisor DBA; (HYbrid) Edwards Porter Group; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 3/1/2016- 160 Hrs/Mth - Hrs During Trading. TIME SPENT 100% (3) 2/16/2018 - EPM Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 160 Hrs/Mth - 0 Hrs During Trading. (4) 08/16/2022 - EPM INVESTMENT HOLDINGS, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading. (5) 10/17/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/02/2023 - 4 Hours Per Month/ During Trading (6) 02/21/2025 - G&P Properties - Real Estate Rental - Investment Related - Pigeon Forge, TN - Start Date 03/01/2025 - 5 hours per month/ 0 hours during trading. 7) 10/08/2025 - Symphony Life - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/24/2025 - 2 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-10 |
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