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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-17 |
Branch Locations
300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • 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 |
|---|---|---|---|---|
| Brotherly Love Home Care | Southampton | PA | 03/2016 | 03/2018 |
| City Tap House | Philadelphia | PA | 04/2013 | 09/2020 |
| Lpl Financial, Llc | West Chester | PA | 03/2018 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2023 | Present |
1) 11/12/2019 - FPA Wealth Management - DBA for LPL business - inv rel - at reported business location(s) 2) 10/29/2019 - Financial Planning Associates, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 3) 12/7/2020 - Financial Planning Associates, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/20/2018 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 1/28/2021 - Rewardstyle - Not Investment Related - Home Based - Other-Makeup, Lifestyle, and/or clothing referral - Start Date: 9/4/2020 - 15 Hours Per Month/0 Hours During Securities Trading - Create commissionable links for makeup, lifestyle and clothing. 5) 07/19/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 06/29/2022 - 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 07/2022. 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. 6) 11/17/2025 - Township of Ridley - Other - Inspector of Election - Minority Inspector - Not Investment Related - Folsom, PA - Start Date 11/19/2025 - 14 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-17 |
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