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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-10-15 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1 E Main St Ste 206, Northborough, MA 01532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Northborough | MA | 10/2012 | Present |
| Private Advisor Group, Llc | Northborough | MA | 10/2012 | Present |
1) 10/04/2012: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 30% Time SPent - Fixed Life, Disability, LTC 2) 10/04/2012: My 2-family - Real Estate Rental - Investment Related - 111 King Philip Rd #1, Worcester, MA 01606 - 2% Time Spent 3) 08/26/2016: Private Advisor Group, LLC - Registered Investment Advisor - DBA: (HYBRID) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - 70% Time Spent - I provide investment advisory services through PRIVATE ADVISOR GROUP, an independent investment advisor firm. I started this business activity in 10/4/2012. I expect to spend approximately 112 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) 6/8/2021 - Private Advisor Group - DBA: (Hybrid) ClearPath Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/11/2021 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 160 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. 5) 6/14/2021 - ClearPath Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/11/2021 - 160 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-31 |
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