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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-24 |
Branch Locations
95-20 63Rd Road, Suite A, Rego Park, NY 11374 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Hague, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rego Park | NY | 01/2010 | Present |
| Private Advisor Group | Rego Park | NY | 02/2015 | Present |
1. 01/29/2010: ISOSCELES PLANNING GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 6/6/2017 - Private Advisor Group - DBA: (Hybris) isosceles planning group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/10/2010 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/11/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 3. 6/6/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/10/2010 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/11/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-24 |
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