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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-17 |
| TX | RA | APPROVED_RES | 2024-06-15 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Englewood | CO | 06/2013 | 06/2018 |
| Jonathan Moss | Chicago | IL | 08/2013 | 09/2016 |
| Edward Jones | St.LOuis | MO | 06/2018 | 06/2024 |
| Lpl Financial Llc | Louisville | CO | 06/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2024 | Present |
1) 05/13/2024 - Integrity Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - LOUISVILLE CO 80027 2) 05/13/2024 - Real Estate Rental - JONATHAN MOSS AND JENNIFER TOKARZ, JOINT ONWERSHIP - Investment Related - Granby, CO 80446 3) 08/14/2024 - Integrity Wealth Partners - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 160 Hours per Month/ 8 Hours during Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 140 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/14/2024 - Private Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 140 Hours per Month/ 8 Hours during Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 140 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-23 |
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