Brian Ross Michaels

Current Employers

Employment History

• 10/2014 → 02/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → 02/2017
  Mcadam Llc
  Philadelphia, PA
• 02/2017 → Present
  Lpl Financial Llc
  Bala Cynwyd, PA
• 02/2017 → Present
  Private Advisor Group, Llc
  Bala Cynwyd, PA

Previous Registrations

• 2014-10-06 → 2017-02-15
  Mcadam Llc
  Radnor, PA
• 2011-04-28 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

1) 2/15/17- KM Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%. 2) 3/16/2017 - Private Advisor Group - DBA: (Hybrid) KM Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/03/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity on 3/16/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 3) 3/16/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/03/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity on 3/16/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 4) 2/16/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Started 02/15/2017 - 0 Hours Per Month. 5) 9/15/2018 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/22/2018 - 1 Hour Per Month/1 Hour During Securities Trading - Insurance agency that we will place insurance business through. 6) 07/05/2024 - BKMFP LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 130 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-04-21

Designations