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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-07-17 |
| TX | RA | APPROVED | 2015-07-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
12058 San Jose Blvd, Ste 201, Jacksonville, FL 32223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Jacksonville | FL | 06/2015 | Present |
| Lpl Financial Llc | Jacksonville | FL | 07/2015 | Present |
1. 07/13/2015 - BREAKWATER WEALTH MANAGEMENT - INV REL - 12058 SAN JOSE BLVD STE 503 JACKSONVILLE, FL 32223 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/10/2015 - 160 HOURS PER MONTH, 8 DURING TRADING - ADVISORY BUSINESS THROUGH PRIVATE ADVISOR GROUP 2. 08/07/2015 - PRIVATE ADVISOR GROUP - INV REL - 65 MADISON AVE - REGISTERED INVESTMENT ADVISOR - 100% TIME SPENT - ADVISORY SERVICES PROVIDED BY THE RIA 3. 08/07/2015 - BREAKWATER WEALTH MANAGEMENT - INV REL - 12058 SAN JOSE BLVD STE 503 JACKSONVILLE, FL 32223 - REGISTERED INVESTMENT ADVISOR DBA - START 08/03/2015 - 160 HOURS PER MONTH, 7 DURING TRADING. 4. 06/23/2022 - Breakwater Real Estate Holdings - Not Investment Related - 12058 San Jose Blvd Ste 201 Jacksonville, FL 32223 - Business Entity For Tax/Investment Purposes Only - President - Start Date: 07/11/2022 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-02 |
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