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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-19
AR RA APPROVED 2023-05-01
  • TX RA
    APPROVED
    Since 2024-07-19
  • AR RA
    APPROVED
    Since 2023-05-01

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

1129 Nw J St, Bentonville, AR 72712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → 07/2018
    Cornerstone Pharmacy
    Bella Vista, AR
  • 04/2017 → 06/2019
    Sphere Wealth
    Fayetteville, AR
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2016 → Present
    Jag Properties
    Fayetteville, AR
  • 06/2019 → 05/2023
    New York, NY
  • 05/2023 → Present
    Morristown, NJ
Previous Registrations
  • 2019-07-09 → 2023-05-04
    Rogers, AR
  • 2017-04-01 → 2019-06-18
    Sphere, Llc
    Fayetteville, AR
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-06-14
S65 Uniform Investment Adviser Law Examination 2017-03-10
  • S63 Uniform Securities Agent State Law Examination
    2019-06-14
  • S65 Uniform Investment Adviser Law Examination
    2017-03-10
Designations

View on SEC IAPD

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