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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_RES | 2026-06-26 |
Branch Locations
1255 Treat Blvd Ste 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-26 |
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