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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| PA | RA | APPROVED | 2018-11-12 |
Branch Locations
682 North Brookside Road, Allentown, PA 18106 • 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 |
|---|---|---|---|---|
| Citizens Bank | Souderton | PA | 03/2016 | 11/2018 |
| Citizens Securities, Inc | Souderton | PA | 09/2016 | 11/2018 |
| Lpl Financial Llc | Allentown | PA | 11/2018 | Present |
| Private Advisor Group, Llc | Allentown | PA | 11/2018 | Present |
1. 11/5/2018 - Integrity Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/05/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 12/13/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 11/05/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/13/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 12/13/2018 - Private Advisor Group - DBA: (Hybrid) Integrity Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 11/05/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 12/13/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 4) 02/14/2025 - MATHEW PARSONS - Investment Related - Non-Variable Insurance - PA - Start Date:02/04/2025 - 2 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
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