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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-02 |
| MN | RA | APPROVED | 2022-03-16 |
Branch Locations
503 Long Street, Mankato, MN 56001 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco Private Ledger) | Mankato | MN | 02/2006 | Present |
| Investors Financial Group, Llc | Mankato | MN | 07/2012 | 07/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2022 | Present |
(1) 7/26/2012: Norland Financial, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - This LLC is for the purpose of my office rental agreement, paying the utility bills, paying the office related expenses, obtaining commercial liability insurance, etc. (2) 10/21/2013: Meyer & Norland Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 11/11/2015: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - 1 Hours Per Month During Securities Trading - Notary public. (4) 03/30/2022 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/18/2022 - 160 Hours Per Month/ 160 Hours During Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. 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. (5) 04/07/2022 - Private Advisor Group - DBA: Meyer & Norland Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- Start Date - 03/18/2022- 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2022. 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. (6) 12/18/2024 - Midwest Plaza, LLC - Real Estate Rental - Investment Related - Mankato, MN - Start Date 12/18/2024 - 1 hour per motnh/ 0 hours during trading (7) 12/18/2024 - Midwest Plaza, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 505 Long Street, Mankato, MN 56001 - Start Date 12/18/2024 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-26 |
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