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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-06-23 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 06/2020 |
| Lpl Financial, Llc | Mcminnville | TN | 06/2020 | Present |
| Private Advisor Group, Llc | Mcminnville | TN | 06/2020 | Present |
1. 6/22/2020 - PURE WEALTH PARTNERS LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date:06/22/2020 - 200 Hours Per Month During Securities Trading - Time Spent 100%. 2. 6/30/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/22/2020 - 200 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 200 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. 3. 6/30/2020 - Private Advisor Group - DBA: (Hybrid) Pure Wealth Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/22/2020 - 200 Hours Per Month 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 in 06/2020. I expect to spend approximately 200 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. 4. 11/27/2023 - Pure Wealth Protection - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 11/02/2023 - 10 Hours Per Month/ During Trading 5) 08/28/2025 - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date:08/01/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 6) 03/19/2026-Property Owner-Real Estate Rental-Inv related-At McMinnville, TN-Start date 08/01/2025-2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
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