Max Gregory Weintraub

Current Employers

Employment History

• 11/2013 → Present
  Lpl Financial, Llc
  Southampton, PA
• 09/2009 → Present
  Weintraub Financial Services
  Huntingdon Valley, PA
• 01/2016 → Present
  Private Advisor Group, Llc
  Southampton, PA

Other Businesses

1.04/06/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Private Advisor Group; Investment Related; at Reported Business Location(s); Start Date 01/01/2016; 160hrs/mth; 160hrs during trading 2.05/24/2016; (Hybrid) Private Advisor Group / Private Advisor Group; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 01/04/2016; 160hrs/mth; 160hrs during trading; 3.04/23/2018; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Weintraub Financial LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2017; 600hrs/mth; 600hrs during trading 4.04/30/2018; (Hybrid) Weintraub Financial, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/01/2017; 150hrs/mth; 100hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 4/30/2018. I expect to spend approximately 150 hours/month on this activity. Please see the advisory firms 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. 5.01/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Weintraub Financial LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2017; 600hrs/mth; 600hrs during trading 6.01/22/2025; Weintraub Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/20/2017; 200hrs/mth; 150hrs during trading 7.08/26/2025; Highlan Capital; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/13/2025; 2hrs/mth; 2hrs during trading 8.07/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bridgeview Capital Planning Inc; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 320hrs/mth; 320hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-23
• S63 Uniform Securities Agent State Law Examination
  2014-02-20