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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-08-19 |
Branch Locations
251 E Merrill St. Ste. 207, Birmingham, MI 48009 • United States
305 Madison Avenue, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Birmingham | MI | 07/2013 | Present |
| Private Advisor Group, Llc | Birmingham | MI | 08/2013 | Present |
(1) 09/04/2013 - DBA ONLY - MILLENNIUM WEALTH MANAGEMENT - BIRMINGHAM, MI (2) 10/28/2013 - PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) MILLENNIUM WEALTH MANAGEMENT - ADVICE FOR HOURLY AND FIXED RATE FEES - 80% OF TIME SPENT - BIRMINGHAM, MI (3) 05/05/2014 - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP - ADVICE FOR HOURLY AND FIXED RATE FEES - 80% OF TIME SPENT - BIRMINGHAM, MI (4) 04/01/2015 - HOUGH FAMILY FOUNDATION - NON-PROFIT BOARD MEMBER - BOARD MEMBER - TIME SPENT 1 HOUR PER MONTH - BIRMINGHAM, MI. (5) 3/31/2016: No Business Name - Not Investment Related - 3520 Sunnydale Rd, Bloomfield Hills MI 48301 - Other-Musician - Started 06/01/2010 - 4 Hours Per Month/0 Hours During Securities Trading - Member of popular music group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-22 |
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