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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-20 |
Branch Locations
11140 Highway 55, Ste. D, Plymouth, MN 55441 • 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 | Plymouth | MN | 03/2019 | Present |
| Lpl Financial, Llc | Plymouth | MN | 09/2018 | Present |
| Unemployed | Chanhassen | MN | 09/2010 | 09/2018 |
1. 11/29/2018 - APD WEALTH MANAGEMENT, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ PLYMOUTH, MN. 2. 1/21/2020 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/20/2019 - 80 Hours Per Month/0 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/21/2020 - Private Advisor Group - DBA: (Hybrid) APD Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/20/2019 - 80 Hours Per Month/0 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-21 |
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