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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
105 Chestnut Street, Ste 10, Needham, MA 02492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Americorps - Eliot School | Newton | MA | 08/2022 | Present |
| Carnegie Mellon University | Pittsburgh | PA | 08/2018 | 05/2022 |
| Newton South High School | Newton | MA | 08/2014 | 06/2018 |
| Lpl Financial Llc | Boston | MA | 10/2022 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 04/2023 | Present |
1. 10/24/2022: Freelance Artist / Artist/Musician / NON INVESTMENT RELATED / 16 HRS PER MNTH & ZERO HRS DURING TRADING-10 TIME SPNT PRCNT / BOSTON, MA 2. 10/24/2022: Innovestive Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/31/2022. 3. 11/28/2023: Private Advisor Group; At reported business location(s); Registered Investment Advisor DBA; DBA - Innovestive Advisors; Inv. related; start date 5/2/2023; 40hrs/mo. during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity 12/2023. I expect to spend approximately 40 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/28/2023: Private Advisor Group; At reported business location(s); Registered Investment Advisor; Inv. related; start date 5/2/2023; 40hrs/mo. during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity 12/2023. I expect to spend approximately 40 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
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