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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-16 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
9600 N. Centennial Dr, Suite A, Munster, IN 46321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 06/2015 | 12/2024 |
| Lpl Financial Llc | Munster | IN | 01/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2025 | Present |
1. Mr. McKenna uses Harvest Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. McKenna is registered at, and is related to his investment services practice. Mr. McKenna devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McKenna devotes to activity providing investment services through PAG.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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