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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED_RES | 2023-01-27 |
| TN | RA | APPROVED | 2023-01-26 |
Branch Locations
Huntersville, NC • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
2031 N. Mount Juliet Rd, Ste 200, Mount Juliet, TN 37122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 12/2022 |
| Rodizio Grill | Columbus | OH | 09/2017 | 01/2018 |
| Unemployed | Perrysburg | OH | 05/2017 | 09/2017 |
| Precious Hearing Inc | Monroe | MI | 08/2016 | 05/2017 |
| Lpl Financial | Franklin | TN | 01/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2023 | Present |
1- 01/2023 / Harpeth Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FRANKLIN, TN 2- 01/2023 / Private Advisor Group / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FRANKLIN, TN 3- 1/31/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 01/26/2023 - 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 02/2023. 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- 04/19/2023 - EPM financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/26/2023 - 4 Hours Per Month/4 Hours During Securities Trading 5- 05/02/2023 - Uber - Not Investment Related - At Reported Business Location(s) - Other - Uber - Driver - Start Date 04/24/2023 - 10 Hours Per Month/0 Hours During Securities Trading 6- 01/29/2024 - Primal Brewery - Non-Inv related - Huntersville, NC - Outside/W-2 Employment - Started: 10/8/2023 - 40 Hrs/Mo; 0 hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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