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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-07 |
Branch Locations
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, Llc | Morristown | NJ | 09/2003 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2011 | Present |
1) 2026-04-23 - 431SOUTH LLC - Real Estate Rental - Y - 2 - 0 - Morristown NJ - 2026-04-22 - 2 unit property at 431 South St. Morristown NJ which will be rented and managed by my wife Jennifer 2) 2025-11-21 - misc see notes above. - Non-Variable Insurance - Y - 2 - 2 - at reported business location(s) - 2025-11-14 - 3) 2024-11-21 - morris twp fire dept - Outside/W-2 Employment - N - 20 - 0 - 20 dwyer lane , Morris twp - 2024-10-07 -
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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