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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-29 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
9300 Olive Blvd, Saint Louis, MO 63132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jbl Financial Services Inc | Saint Louis | MO | 07/2022 | Present |
| Aldi's | Maplewood | MO | 07/2019 | 07/2022 |
| Independent Contractor/ Personal Trainer | Southampton | NY | 01/2010 | 07/2019 |
| Lpl Financial Llc | Saint Louis | MO | 06/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2026 | Present |
1) 2/2023- JBL FINANCIAL SERVICES INC - DBA for LPL Business (entity for LPL business)- inv. related- SAINT LOUIS MO 2) 01/23/2026 - JB Lapidus & Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-09 |
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