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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flynn Financial | New York | NY | 04/2014 | 09/2019 |
| Lpl Financial Llc | New York | NY | 06/2014 | 09/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 08/2014 | 09/2019 |
| United States Army | Fort Bragg | NC | 10/2019 | Present |
| Lpl Financial Llc | Aberdeen | NC | 09/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2024 | Present |
1)08/31/2020 - Capital Plan Advisors, LLC- DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020 - 80 hr/mth 2)08/31/2020 - United States Army - non-inv rel - Fort Bragg, NC - start: 10/2019 - 100 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-12 |
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