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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
6020 Commerce Blvd Ste 127, Rohnert Park, CA 94928 • United States
884 3Rd St Ste A, Santa Rosa, CA 95404 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-07 |
Branch Locations
6020 Commerce Blvd Ste 127, Rohnert Park, CA 94928-2179 • United States
884 Third St Ste A, Santa Rosa, CA 95404-4567 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonoma County Wealth Advisors | Rohnert Park | CA | 12/2014 | Present |
| Weise Financial Services | Rohnert Park | CA | 12/2012 | Present |
| Lpl Financial, Llc | Rohnert Park | CA | 12/2012 | Present |
| Mariner Independent Advisor Network, Llc | Santa Rosa | CA | 05/2016 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 12/19/2012: Weise Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/4/2014: Sonoma County Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 250 Hours Per Month/100 During Securities Trading. 3. 11/10/2021 - No Business Name - Investment Related - 884 3rd St, Santa Rosa, CA 95404 - Real Estate Rental - Start Date: 05/01/2016 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 08/02/2022 - Weise Family Trust - Investment Related - Santa Rosa CA 95401 - Real Estate Rental - Start Date - 05/02/2016 - 1 Hours Per Month/0 Hours During Securities Trading 5. 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 2 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 2 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 | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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