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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
| NY | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED_RES | 2017-09-22 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
6702 Buckley Road, Suite 110A, Syracuse, NY 13212 • United States
Marco Island, FL • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-05 |
| TX | RA | APPROVED_RES | 2017-09-22 |
| NJ | RA | APPROVED | 2014-06-17 |
Branch Locations
6702 Buckley Rd Ste 110A, Syracuse, NY 13212 • United States
Marco Island, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Syracuse | NY | 05/2004 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2013 | Present |
1. 12/04/2013: Private Advisor Group, LLC - Registered Investment Advisor - DBA: (Hybrid) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - 85% Time Spent - Charge wrap fees, and Provide Financial plans for a fee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-20 |
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