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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-06 |
Branch Locations
17742 Irvine Blvd, #200, Tustin, CA 92780 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Life Assurance Co. (Smith Agency | Des Moines | IA | 12/1975 | Present |
| Lpl Financial Corporation | Tustin | CA | 09/2009 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2024 | Present |
1. 12/11/09- JEFF HUSTON CLU CHFC, AGENT - LIFE HEALTH DISABILITY AND LONG TERM CARE INSURANCE SALES, NON-VARIABLE INSURANCE, 50% OF TIME SPENT. 2. 12/11/09- AFPVI, OWNER OF REAL ESTATE PROPERTY - OWN A 9000 SQUARE FOOT OFFICE BUILDING WITH MY WIFE. WE RENT OUT OVER 8000 SQUARE FEET. - RENT RECEIVED MONTHLY - PROPERTY MANAGING, REAL ESTATE RENTAL, 10% OF TIME SPENT. 3) 08/12/2010 - HUSTON & ASSOCIATES, NON-VARIABLE INSURANCE DBA. 4. 3/22/2013: NON-VARIABLE INSURANCE DBA - OC WEALTH COACH, ORANGE COUNTY WEALTH COACH - OBA INCLUDES, FIXED LINSURANCE, VARIABLE INSURANCE, LHEALTH INSURANCE, DI LIFE INSURANCE, AND LTC. - TIME SPENT 25% - TUSTIN, CA. 5. 01/21/2025- Private Advisor Group- Registered Investment Advisor- I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 150 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.- INV Related- At Reported Business Location(s)- Start date 12/03/2024- 150 Hours Per Month- 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-08 |
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