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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
13001 Seal Beach Blvd. Suite 375, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Long Beach | CA | 02/2012 | 03/2022 |
| Lpl Financial Llc | Long Beach | CA | 03/2022 | Present |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 03/2022 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 02/28/2022 - Dilday and Associates - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/28/2022 - MOBILE NOTARY SERVICES - Inv Rel - Notary - State of CA 3) 09/20/2022 - Dilday and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/03/2022 - 8 Hours Per Month/0 Hours During Securities Trading 4) 03/7/2023 - OneAmerica/Spence Cassidy and Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date - 03/01/2023 - 8 Hours Per Month/1 Hours During Securities Trading 5) 12/30/2025 - Soroptimist International of Long Beach - Non-Profit Board Member - Treasurer - Not Investment Related - Home Based - Start Date 11/03/2025 - 8 hours per month 6) 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading -I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2023. 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 | 2017-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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