John Phillip Carney

Current Employers

Employment History

• 09/2003 → Present
  Lpl Financial, Llc
  Kirkland, WA
• 11/2012 → Present
  Myicon (Formerly: Icon Wealth Management, Inc.)
  Kirkland, WA
• 12/2013 → Present
  Private Advisor Group, Llc
  Kirkland, NJ

Previous Registrations

• 2012-11-15 → 2021-12-31
  Myicon
  Kirkland, WA
• 2003-09-29 → 2014-04-09
  Lpl Financial Llc
  Bellevue, WA
  Bellevue, WA
  Kirkland, WA
• 2004-08-03 → 2012-10-26
  Boone Wealth Advisors, Llc
  Bellevue, WA
• 1998-10-16 → 2003-10-09
  Piper Sandler & Co.
  Seattle, WA

Other Businesses

1. 07/16/2009 - OTHER-FAMILY LLC - PONDER INN, LLC - FAMILY LLC TO OWN AND OPERATE FAMILY LAKE CABIN FOR BENEFIT OF 3 MEMBERS, NO RENTAL INCOME ANTICIPATED. ORGANIZATION IS MEMBER DRIVEN, SEC-TREAS (A MEMBER) HAS SOLE SIGNING AUTH OVER INVESTMENT ACCOUNT; REP ROLE (A MEMBER) IS SCHEDULE COORDINATOR. - TIME SPENT 1%. 2. 09/18/2014 - PRIVATE ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - PORTFOLIO MANAGEMENT FOR FAMILIES, INDIVIDUALS, SMALL BUSINESSES AND/OR NON-PROFIT ORGANIZATIONS. SELECTION OF OTHER ADVISORS (INCLUDING PRIVATE FUND MANAGERS). EDUCATIONAL SEMINARS/WORKSHOPS. I AM COMPENSATED FOR MY ADVISORY SERVICES BY A PERCENTAGE OF ASSETS UNDER MANAGEMENT- TIME SPENT 100 HRS PER MONTH, 50 HRS DURING TRADING - BELLEVUE, WA 3. 09/02/2016 - Private Advisor Group - Registered Investment Advisor DBA - DBA: (Hybrid) myICON - Investment Related - 520 6th St S, Kirkland, WA 98033 - Start 11/19/2012 - 10 Hr/Mo; 4 Hour(s) During Securities Trading - Fee based financial planning/consultation through ICON Consulting, an RIA registered in the State of Washington under direct supervision of Matt McKellar. Clients have option of hourly, fixed and consulting fees. ICON Wealth Management is changing RIA name from ICON Consulting to myICON. The corporation remains ICON Consulting DBA name is changed to myICON. 4. 10/3/2017 - MyIcon - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/13/2012 - 10 Hours Per Month/6 Hours During Securities Trading - I provide financial planning and consulting services through (Hybrid) MyIcon, an independent investment advisor firm. I started this business activity in 10/3/2017. I expect to spend approximately 10 hours 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 advisory firm is separate from and independent of LPL Financial. 5. 12/26/2017 - MyIcon RIA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2017 - 5 Hours Per Month/2 Hours During Securities Trading - Life, disability and long term care insurance and occasional fixed annuity. 6. 12/17/2021 - MYIcon - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/18/2013 - 160 Hours Per Month/130 Hours During Securities Trading. 7. 9/11/2023: Rental Properties; TWO residential rental properties, 3 (three) total units - Pullman, WA & Spokane Valley, WA; Real Estate Rental; Investment related; start date 10/3/2017; 5hrs/mo.; 1hr during trading.

Exams

• S66 Uniform Combined State Law Examination
  1998-05-13

Other Names

• Jack Carney