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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-31 |
| NY | RA | APPROVED | 2021-05-21 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Littlestown, PA • United States
Wallkill, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Housewife | Cornwall-On-Hudson | NY | 05/1998 | Present |
| Lpl Financial Llc | Wallkill | NY | 04/2010 | Present |
| Private Advisor Group, Llc | Wallkill | NY | 04/2016 | Present |
1. 03/30/2010 - CPA/Bookkeeper/Tax Preparer - 5% TIME SPENT - I prepared a few individual tax returns in 2009. 2. 01/08/2013 - NO BUSINESS NAME - INV REL - Non-Variable Insurance - 5% TIME SPENT - Getting appointed with United Health - Health 3. 08/12/2015 - Creekside View Apartments - INV REL - 148 Old Indian Rd. Milton, NY 12547 - Real Estate Rental - START 06/19/15 - 10 HOURS PER MONTH, 0 DURING TRADING - Residential Real Estate Rental 4. 10/05/2015 - DeTorres Financial - 148 Old Indian Rd. Milton, NY 12547 - DBA for LPL Business (entity for LPL business) - START 04/20/2010 - 160 HOURS PER MONTH, 130 DURING TRADING - Financial Planning practice, investments. 5. 05/24/2016 * Private Advisor Group, LLC * Registered Investment Advisor * (Hybrid) Private Advisor Group * inv rel * 1441 Broadway New York, NY 10018 * (Hybrid) Provide Financial planning and asset management for a fee. * start 05/01/2016 * 120 hrs/mo during secs trdg hrs. 6. 2/28/2017 - Waters Edge Management Group - Not Investment Related - 2551 North Shore Rd. Hadley, NY 12835 - Other-Family Business - Started 12/28/2016 - 5 Hours Per Month/0 Hours During Securities Trading. 7. 07/11/2019 - Humana - Investment related - At reported business location(s) - Non-Variable Insurance - start date:11/28/2017 - 4 hrs/mo - 4 hrs during trading. 8. 9/18/2019 - Greener Path Retirement Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 09/30/2019 - 160 Hours Per Month/6 Hours During Securities Trading. 9. 9/25/2019 - Private Advisor Group - DBA: Greener Path Retirement Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/17/2019 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, 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. 10. 1/22/2021 - Majestic Mountain Boat Basin, LLC - Not Investment Related - 2335 North Shore Rd. Hadley, NY 12835 - Other-Marina - Partner - Start Date: 12/20/2019 - 12 Hours Per Month/0 Hours During Securities Trading.t 11. 08/03/2022 - Annuco- Investment Related- At Reported Business Location(s)- Non-Variable Insurance- Start Date- 08/01/2022- 12 Hours Per Month/ 1 Hours During Securities Trading 12. 8/04/2022- MVP- Investment Related- At Reported Business Location(s)- Non-Variable Insurance- Start Date- 07/20/2022- 4 Hours Per Month/ 1 Hours During Securities Trading 13. 11/18/2022 - No Business Name - Investment Related - Edinburg, NY 12134 - Real Estate Rental - Start Date: 08/01/2006 - 2 Hours Per Month/0 Hours During Securities Trading. 14. 01/09/2024 - RiverRose Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 07/31/2023 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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