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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-29 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
22 South Street, Suite #202, Hopkinton, MA 01748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Properties | Boston | MA | 06/2023 | 10/2023 |
| Axon Enterprise | Scottsdale | AZ | 07/2022 | 09/2022 |
| Lpl Financial Llc | Hopkinton | MA | 10/2023 | Present |
| Shadow Ridge High School | Surprise | AZ | 08/2015 | 05/2019 |
| Chipotle Mexican Grill | Surprise | AZ | 07/2017 | 08/2019 |
| Denny's | Surprise | AZ | 06/2020 | 07/2020 |
| Boston Red Sox | Boston | MA | 09/2022 | 12/2022 |
| The London School Of Economics | London | 09/2021 | 06/2022 | |
| Babson College | Wellesley | MA | 08/2019 | 05/2023 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2025 | Present |
1- 10/2024 / Blackstone Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnth / 8 hrs during trading / start 10/27/2023 2- 10/2024 / Blackstone Valley Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnth / 8 hrs during trading / start 10/27/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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