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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| NJ | RA | APPROVED | 2023-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Third Bridge Group | New York | NY | 08/2017 | 10/2017 |
| Pathstone | Englewood | NJ | 10/2017 | 06/2019 |
| Private Advisor Group | Morristown | NJ | 06/2019 | 01/2023 |
| Villanova University | Villanova | PA | 08/2013 | 05/2017 |
| Lpl Financial Llc | Morristown | NJ | 06/2019 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2023 | Present |
1)10/15/2019 - Trinity Financial Strategies - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2019 2)1/24/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/17/2023 - 160 Hours Per Month/135 Hours During Securities Trading - provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 01/2023. 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. 3)04/28/2025- Private Advisor Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) -Start Date:08/15/2019 - 160 Hrs/Mth - 130 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
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