Robert Morris Hoffman

Current Employers

Employment History

• 03/2014 → Present
  Lpl Financial Llc
  Jenks, OK
• 04/2014 → Present
  Advantage Investment Management, Llc
  Naples, FL
• 10/2019 → Present
  Private Advisor Group, Llc
  Jenks, OK

Previous Registrations

• 2014-05-06 → 2019-12-31
  Advantage Investment Management, Llc
  Naples, FL
• 2012-01-06 → 2015-08-24
  Westport Resources Management Inc
  Westport, CT
• 2008-01-01 → 2012-01-10
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL
• 2007-01-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Naples, FL
  St. Louis, MO
• 1995-02-14 → 2007-02-05
  Keybanc Capital Markets Inc.
  Naples, FL
  Naples, FL

Other Businesses

(1)4/1/14-SCH FINANCIAL GROUP/DBA ONLY/100%/NAPLES, FL (2) 09/04/2014 - ADVANTAGE INVESTMENT MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - NAPLES, FL. (3) 1/25/2019 - Advantage Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/02/2019 - 160 Hours Per Month/8 Hours During Securities Trading. (4) 5/22/2020 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 09/03/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2019. 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) 5/22/2020 - Advantage Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 09/03/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2019. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-25
• S63 Uniform Securities Agent State Law Examination
  1985-07-29

Other Names

• Bob Hoffman