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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-19 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A | Fairfax | VA | 04/2015 | 03/2021 |
| Hsbc Securities (Usa) Inc. | Fairfax | VA | 04/2015 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 03/2021 | 09/2022 |
| Wells Fargo Bank, Na | Falls Church | VA | 03/2021 | 09/2022 |
| Lpl Financial | Reston | VA | 09/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 09/2022 | Present |
1-09/2022 / Global Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related / Reston, VA 2- 10/2018 / Old Vandals Alumni Association of North America / Volunteer Activity / Non Investment Related / Reston, VA 3- 01/2019 / Notary / Investment Related / Reston, VA 4) 01/09/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/15/2022 - 40 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 40 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) 01/09/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:09/15/2022 - 40 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-14 |
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