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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-13 |
Branch Locations
100 Linden Oaks, Ste. 205, Rochester, NY 14625 • 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 |
|---|---|---|---|---|
| Private Advisor Group, Llc | Rochester | NY | 05/2011 | Present |
| Lpl Financial Llc. | Rochester | NY | 05/2011 | Present |
1. 04/21/2011 - NON-VARIABLE INSURANCE - SELL FIXED ANNUITIES, DI, LTC, AND LIFE INSURANCE. - 10% OF TIME SPENT. - ROCHESTER, NY. 2. 1/30/2012: REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP, LLC - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - 50% OF TIME SPENT - ROCHESTER, NY 3. 09/11/2015 - Point Breeze - INV REL - Real Estate Rental - 1 DAVIES BIGHT ROAD,,NORTHWEST POINT RESORT ,PROVOVIDENCIALES, TURKS AND CAICOS AND 270 OAKDALE DRIVE ROCHESTER, NY 14618 - START 08/14/2015 - 5 HOURS PER MONTH, 1 DURING TRADING 4. 06/12/2020 - No Business Name - Investment Related - Rochester, NY - Real Estate Rental - Start Date 02/01/2019 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-31 |
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