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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Menlo Park | CA | 01/2015 | Present |
| Mariner Independent Advisor Network, Llc | Menlo Park | CA | 07/2016 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 1/26/2015: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COMMON SENSONOMICS WEALTH MANAGEMENT - INVESTMENT RELATED - TIME SPENT 100% - MENLO PARK, CA. 2. 1/26/2015: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STRATEGIC WEALTH ADVISORS GROUP, INC. - INVESTMENT RELATED - TIME SPENT 30% - MENLO PARK, CA. 3. 4/13/2015: MATSUI CSWM, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - STARTED 03/01/2015 - 15 HOURS PER MONTH/0 HOUR DURING SECURITIES TRADING. 4. 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 5/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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