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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-10 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1620 W. Highland Street, Allentown, PA 18102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iqe, Inc. | Greensboro | NC | 09/2001 | 08/2026 |
| Lpl Financial | Allentown | PA | 12/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 08/2026 | Present |
1.12/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ascent Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 12/12/2025; 160hrs/mth; 160hrs during trading 2.12/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Private Advisor Group; Investment Related; at Reported Business Location(s); Start Date 12/12/2025; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-26 |
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