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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-24 |
| NC | RA | APPROVED | 2019-12-09 |
Branch Locations
100 N. Cherry Street, Suite 350, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 11/2019 | Present |
| Capstone Wealth Management | Winston-Salem | NC | 10/2014 | Present |
1.Ms. Sizemore provides tax advice and tax preparation services, but any such tax advice and tax preparation services is separate and apart from investment advisory services that Ms. Sizemore provides. Clients can engage Ms. Sizemore for tax advice and to provide tax preparation services, but any such advice or services are separate and apart from Private Advisor Group. 2. Ms. Sizemore uses Vigilance Wealth as the name of the business under which she provides investment advice through Private Advisor Group, LLC. This activity is at the address Ms. Sizemore is registered at, and is related to her investment services practice. Ms. Sizemore devotes about 10 hours per month to this activity, including about 10 hours during securities trading hours, concurrently with time Ms. Sizemore devotes to activity providing investment services through Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-18 |
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