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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| IN | RA | APPROVED | 2022-01-03 |
Branch Locations
930 West U.S. Hwy 30, Schererville, IN 46375 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 02/2017 | 03/2018 |
| The Hamstra Group | Wheatfield | IN | 06/2009 | 01/2017 |
| Vector Marketing | Oak Lawn | IL | 05/2014 | Present |
| Davis And Wallman Financial, Llc | Rensselaer | IN | 05/2018 | 07/2019 |
| Purdue University | West Lafayette | IN | 08/2014 | 12/2016 |
| Horace Mann Investors, Inc. | Springfield | IL | 05/2018 | 07/2019 |
| Horace Mann Companies | Springfield | IL | 05/2018 | 07/2019 |
| Lpl Financial, Llc | Schererville | IN | 02/2021 | Present |
| Private Advisor Group | Schererville | IN | 01/2021 | Present |
1. 2/5/2021 - Vector Marketing Corporation/Cutco Knives - Not Investment Related - 9550 Bormet Drive, Suite 102, Mokena, IL 60448 - Outside/W-2 Employment - Representative - Started 05/01/2014 - 1 Hour Per Month - Direct Sales Business - Cutco Knives. 2. 05/24/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 05/23/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 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. 05/24/2022 - Private Advisor Group - DBA: Prosper Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 05/23/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 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. 4. 11/16/2022 - Private Advisor Group - DBA: Prosper Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 05/04/2018 - 130 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 130 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. 5. 07/14/2023 - Public Notary - Investment Related - At Reported Business Location(s) - Other - Notary - Start Date 07/13/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
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