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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-10-04 |
| VA | RA | APPROVED | 2020-02-03 |
| TX | RA | APPROVED_RES | 2020-01-29 |
Branch Locations
1939 Roland Clarke Place Suite 400, Reston, VA 20191 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Reston | VA | 01/1999 | 01/2020 |
| Raymond James Financial Services Advisors, Inc | Reston | VA | 01/2009 | 01/2020 |
| Fixed Insurance Services | Sterling | VA | 07/2007 | 06/2018 |
| Non-Variable Insurance | Reston | VA | 07/2007 | 06/2018 |
| Jtb International | Reston | VA | 02/2018 | Present |
| Lpl Financial Llc | Reston | VA | 01/2020 | Present |
| Private Advisor Group, Llc | Reston | VA | 01/2020 | Present |
1)01/28/2020 - Global Advisor Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 - 160 hr/mth 2)01/28/2020 - JTB International, Inc. - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/1997 3) 2/4/2020 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 09/30/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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. 4) 2/4/2020 - Private Advisor Group - DBA: (Hybrid) Global Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 09/30/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2020. 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) 09/22/2021 - MacLongBarn, LLC - Investment Related - Lake Toxaway, NC 28747 - Real Estate Rental - Start Date: 07/20/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Vacation Property. 6) 09/27/2022 - Private Advisor Group - DBA: Global Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 04/04/2022 - 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-16 |
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