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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-07-31 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Evans, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Augusta | GA | 07/2013 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2013 | Present |
(1) 07/17/2013 - DBA ONLY - PRIVATE ADVISOR GROUP LLC/FINANCIAL/100%/MORRISTOWN,NJ (2) 07/22/2013 - PRIVATE ADVISOR GROUP LLC - REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP LLC - (HYBRID) PROVIDE ASSET MANAGEMENT FOR A FEE - 70% OF TIME SPENT - EVANS, GA 3) 06/15/2017-Private Advisor Group-DBA: (Hybrid) Wiswell Wealth Management (WWM)- investment related- At reported business location(s)- Registered Investment Advisor DBA-start 05/16/2017-Hours per month 112/ Hours during trading 0- Time spent percent 70%- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/15/2017. I expect to spend approximately 112 hours/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 | 2009-05-22 |
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