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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-06-26 |
| CT | RA | APPROVED | 2021-02-12 |
Branch Locations
433 S. Main Street Suite 213, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Windsor | CT | 11/2002 | 10/2017 |
| Private Capital Group, Llc | West Hartford | CT | 10/2017 | 02/2021 |
| The Leaders Group. Inc. | Littleton | CO | 10/2017 | 02/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2021 | Present |
| Lpl Financial Llc | West Simsbury | CT | 02/2021 | Present |
1) 2/17/2021- Entrust Wealth Partners LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- West Hartford, CT- 144hrs/mth 2)2/17/2021- Entrust Wealth Partners- Non-Variable Insurance- Agent selling fixed life, LTC 3) 2/24/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/16/2021 - 150 Hours Per Month/6 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 150 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) 3/30/2021 - Private Advisor Group - DBA: (Hybrid) Entrust Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2021. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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