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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-02-27 |
Branch Locations
89B Main Street, Lebanon, NJ 08833 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lebanon | NJ | 02/2012 | Present |
| Private Advisor Group, Llc | Lebanon | NJ | 02/2012 | Present |
1. 3/7/2012: REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) FINANCIAL PLANNING SERVICES ARE OFFERED ON AN HOURLY RATE OR FLAT FEE. - TIME SPENT 50%. 2. 4/23/2012: DBA ONLY - JK LYONS WEALTH MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
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