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Employer firm

Advisory Resource Group, LLC CRD 191512

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Resource Group, Llc

101 Kent Place Unit 101, Newmarket, NH 03857 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-06-02
NH RA APPROVED 2015-05-14
  • MA RA
    APPROVED
    Since 2015-06-02
  • NH RA
    APPROVED
    Since 2015-05-14

Branch Locations

101 Kent Place Unit 101, Newmarket, NH 03857 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2015-04-24
TX RA APPROVED 2015-04-24
  • NH RA
    APPROVED
    Since 2015-04-24
  • TX RA
    APPROVED
    Since 2015-04-24

Branch Locations

101 Kent Pl, Newmarket, NH 03857 • United States

70 Airport Rd, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisory Resource Group, Llc Newmarket NH 04/2015 Present
Lpl Financial Llc New Market NH 04/2015 Present
New Hampshire Federal Cu Concord NH 10/2023 Present
Previous Registrations
  • 2015-01-02 → 2015-04-23
    Msi Financial Services, Inc.
    Exeter, NH
  • 2010-10-01 → 2015-04-21
    Overland Park,, KS
  • 2008-11-24 → 2015-01-02
    New England Securities
    Exeter, NH
    Portsmouth, NH
    Newmarket, NH
    Boston, MA
  • 2007-01-09 → 2008-11-19
    Newmarket, NH
    Newington, NH
    Newmarket, NH
Other Businesses

(1) 4/24/2015: Hurricane IT LLC - Not Investment Related - Ring/Hook game Business - Newmarket, NH - Start date:04/01/2015 - 0 Hours Per Month During Securities Trading (2) 4/28/2015: Advisory Resource Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 04/24/2015 - 80 Hours Per Month During Securities Trading - RIA provides advice for fixed and hourly fees.I provide financial planning and consulting services through Advisory Reseource Group, an independent investment advisor firm. I started this business activity in Apri, 2015. I expect to spend approximately 80 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 advisory firm is separate from and independent of LPL Financial. (3) 07/12/2016 - Advisory Resource Group - DBA for LPL Business (entity for LPL business) - inv rel - At Reported Business Location(s) -Start date: 05/01/2015 - 160 Hrs/Mth - 160 Hrs During Trading. 4) 06/18/2025 - Other - Real Estate Rental - Investment Related - Jackson, NH. - Start Date:06/01/2025 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-08
S63 Uniform Securities Agent State Law Examination 2000-01-31
  • S66 Uniform Combined State Law Examination
    2006-12-08
  • S63 Uniform Securities Agent State Law Examination
    2000-01-31
Other Names
  • Troy V Zerveskes
  • Troy V Zerveskes

View on SEC IAPD

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