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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-17 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
682 N. Brookside Rd. Ste 104, Allentown, PA 18106 • United States
701 Lawn Avenue, Sellersville, PA 18960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Allentown | PA | 09/2009 | Present |
| Private Advisor Group, Llc | Allentown | PA | 01/2017 | Present |
1. 8/16/2018 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:01/17/2017 - 100 Hours Per Month/100 Hours During Trading - Time Spent: 63% - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 100 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. 2. 11/28/2018 - Integrity Wealth Partners - DBA: Integrity Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/04/2016 - 200 Hours Per Month/150 Hours During Securities Trading. 3. 12/5/2019 - Private Advisor Group - DBA: (Hybrid) Integrity Wealth Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/03/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2019. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-01 |
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