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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
550 Nw Franklin Avenue Suite 270, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bend | OR | 05/2015 | Present |
| Mariner Independent Advisor Network, Llc | San Mateo | CA | 05/2015 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 05/22/2015 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - KLEIN INVESTMENT STRATEGIES - 100% - BEND, OR 2. 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 | 2001-12-22 |
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