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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-11-10 |
Branch Locations
333 Stoughton Avenue, Cranford, NJ 07016 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cranford | NJ | 11/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2015 | Present |
1. 2/24/2020 - Integrated Financial Concepts - Investment Related - 200 Schultz Drive Suite 125, Redbank NJ 07701 - Non-Variable Insurance - Independent Contractor - Start Date: 03/09/2020 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-27 |
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