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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-26
TX RA APPROVED_RES 2026-06-26
  • CA RA
    APPROVED
    Since 2026-06-26
  • TX RA
    APPROVED_RES
    Since 2026-06-26

Branch Locations

1255 Treat Blvd Ste 300, Walnut Creek, CA 94597 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Walnut Creek CA 10/2014 Present
Mariner Independent Advisor Network, Llc Walnut Creek CA 04/2016 07/2026
Private Advisor Group, Llc Morristown NJ 06/2026 Present
Previous Registrations
Other Businesses

1. 6/19/2018 - Nurtured Wealth, LLC - DBA: Nurtured Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/29/2018 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 08/02/2022 -McHoldings-Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Start Date- 07/12/2022- 160 Hours Per Month/ 100 Hours During Securities Trading 3. 08/04/2025 - Nurtured Wealth - DBA for LPL Business (entity for LPL business) - Investment Related- At Reported Business Location(s) - Start date: 05/29/2018 - 160 hrs/mnth 100 hrs during trading 4. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-26
  • S66 Uniform Combined State Law Examination
    2003-08-26
Other Names
  • Jessica Lillian Stearns
  • Jessica Lillian Mccurdy

View on SEC IAPD

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