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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Moyock, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Nov 4, 2022 | n/a | yes | MORRISTOWN, NJ|Moyock, NC | Current employment |
| HERITAGE WEALTH MANAGEMENT GROUP, LTD | Independent wealth | Oct 1, 2020 | Oct 3, 2022 | no | NORFOLK, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 26, 2018 | Sep 24, 2020 | no | VIRGINIA BEACH, VA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 13, 2017 | Nov 28, 2018 | no | VIRGINIA BEACH, VA | Previous registration |
| COURAGE MILLER PARTNERS, LLC | Independent wealth | Jan 13, 2016 | Jul 12, 2017 | no | NORFOLK, VA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 6, 2011 | Dec 1, 2015 | no | Glen Allen, VA|Virginia Beach, VA|Glen Allen, VA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 20, 2008 | May 6, 2011 | no | MIDLOTHIAN, VA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HERITAGE WEALTH MANAGEMENT GROUP, LTD | PRIVATE ADVISOR GROUP, LLC | Oct 3, 2022 | Nov 4, 2022 | 32 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | HERITAGE WEALTH MANAGEMENT GROUP, LTD | Sep 24, 2020 | Oct 1, 2020 | 7 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WELLS FARGO ADVISORS | Nov 28, 2018 | Nov 26, 2018 | -2 | Firm change | Ibd to wirehouse |
| COURAGE MILLER PARTNERS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 12, 2017 | Nov 13, 2017 | 124 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | COURAGE MILLER PARTNERS, LLC | Dec 1, 2015 | Jan 13, 2016 | 43 | Firm change | Other |
| EDWARD JONES | CHARLES SCHWAB & CO., INC. | May 6, 2011 | Jun 6, 2011 | 31 | Firm change | Ibd to ibd |