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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED_RES | 2024-08-02 |
| NY | RA | APPROVED | 2021-05-26 |
Branch Locations
910 Franklin Avenue, Suite 210, Garden City, NY 11530 • United States
101 N Tryon Street, Ste 663, Charlotte, NC 28246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Garden City | NY | 08/2014 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2015 | Present |
1. 08/29/2014 - WG Financial - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 1% TIME SPENT 2. 12/08/2015 * CRISONA FINANCIAL * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/19/2016 * 1 HR/MO DURING SECS TRDG HRS. 3. 12/08/2015 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) WG Financial * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/19/2016 * 160 HRS/MO DURING SECS TRDG HRS. 4. 12/08/2015 * Private Advisor Group * Registered Investment Advisor DBA * (Hybrid) Private Advisor Group, LLC * INV REL * AT REPORTED BUSINESS LOCATION(S) * 160 HRS/MO DURING SECS TRDG HRS. 5. 01/20/2016 - LTCI PARTNERS, LLC - INV REL - 370 OLD COUNTRY RD SUITE C20 GARDEN CITY, NY 11530 - Non-Variable Insurance - START 12/23/15 - 1 HOUR PER MONTH DURING TRADING - SELL LIFE, FIXED ANNUITIES AND LTC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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