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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
900 E. Hamilton Suite 100, Campbell, CA 95008 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Los Gatos | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Gatos | CA | 11/2016 | 01/2017 |
| Lpl Financial Llc | Carlsbad | CA | 01/2017 | Present |
| Stratos Wealth Partners, Ltd | Los Gatos | CA | 01/2017 | 06/2019 |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 06/2019 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 4/27/2017 - ClearLife Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/01/2017 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 3/6/2019 - No Business Name - Not Investment Related - Location/Address: None. - Other-Referral - Started 03/01/2018 - 0 Hours Per Month - One time referral fee. 3. 03/03/2022 - ClearLife Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2017 - 160 Hours Per Month/100 Hours During Securities Trading 4. 06/29/2026 - 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 6/2026. 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 | 2002-11-04 |
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