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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-19 |
| AR | RA | APPROVED | 2023-05-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1129 Nw J St, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Pharmacy | Bella Vista | AR | 05/2016 | 07/2018 |
| Sphere Wealth | Fayetteville | AR | 04/2017 | 06/2019 |
| Axa Advisors, Llc | New York | NY | 06/2019 | 06/2020 |
| Jag Properties | Fayetteville | AR | 09/2016 | Present |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 05/2023 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2023 | Present |
1.Mr. Wright uses Natural State Wealth Advisors as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Wright is registered at, and is related to his investment services practice. Mr. Wright devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Wright devotes to activity providing investment services through PAG. 2.Mr. Wright holds licenses to sell insurance and sells insurance products as an independent insurance agent. Mr. Wright devotes a minimal amount of time to this activity, concurrently with time Mr. Wright devotes to activity providing investment services through PAG. This insurance business is separate and apart from Private Advisor Group, and does not include investment advisory services. 3.Mr. Wright is a part owner of Natural State Tax Advisors, an accounting firm. Clients can engage Natural State Tax Advisors to provide tax advice., but any such tax advice and tax preparation services is separate and apart from investment advisory services that Mr. Wright provides through Private Advisor Group, LLC. This activity is not related to his investment services practice. Mr. Wright devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Wright devotes to activity providing investment services through PAG. Any such tax advice and tax preparation services are separate and apart from investment advisory services that Mr. Wright provides through Private Advisor Group. 4. Mr. Wright owns a pool services business that he operates for income. The business is separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-10 |
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