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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-04-23 |
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 |
|---|---|---|---|---|
| Monson Savings Bank | Monson | MA | 08/2011 | 04/2018 |
| Infinex Investments, Inc. | Monson | MA | 07/2014 | 04/2018 |
| Lpl Financial, Llc | Northborough | MA | 04/2018 | Present |
| Private Advisor Group, Llc | Northborough | MA | 04/2018 | Present |
1) 5/1/2018 - PRIVATE ADVISOR GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/3/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity on 5/1/2018. I expect to spend approximately 160 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 advisory firm is separate from and independent of LPL Financial. 2) 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. 3) 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
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