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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
818 W Riverside Ave Ste 425, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Spokane | WA | 10/2009 | 11/2017 |
| Lpl Financial, Llc | Spokane | WA | 11/2017 | Present |
| Mariner Independent Advisor Network, Llc | Spokane | CA | 11/2017 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 11/20/2017 - BLACK STONE FINANCIAL INC./ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SPOKANE, WA. 2. 11/20/2017 - Black Stone Fiancial, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2010 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 2% - Term & Permanent Insurance, Fixed Annuities. 3. 04/13/2022 - Black Stone Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date - 12/01/2017 - 40 Hours Per Month/1 Hours During Securities Trading 4. 05/23/2023 - Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC an independent investment advisor firm. I started this business activity in 5/2023. 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, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-17 |
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