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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
2948 Washington Road, Mcmurray, PA 15137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mcmurray | PA | 02/2024 | Present |
| Botkin Family Wealth Management | Mcmurray | PA | 02/2024 | Present |
| The Children's Home Of Pittsburgh | Pittsburgh | PA | 03/2021 | 02/2024 |
| Baldwin Whitehall School District | Baldwin | PA | 08/2019 | 02/2021 |
| The Watson Institute | Pittsburgh | PA | 05/2017 | 08/2019 |
| Kindercare Learning Center | Pittsburgh | PA | 07/2016 | 05/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 03/2026 - Botkin Evolve - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/02/2026 2. 03/2026 - Botkin Family Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/02/2026 3. 03/2026 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/02/2026 4. 03/11/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/27/2026 - 160 hours per month/ during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2026. 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. 5. 03/11/2026 - Botkin Family Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/27/2026 - 160 hours per month/ during trading 6. 06/30/2026 - Botkin Family Wealth Management - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 02/05/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
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