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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
333 N Lantana St Ste 118, Camarillo, CA 93010 • 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 |
|---|---|---|---|---|
| Timothy J Warren, Cpa | Camarillo | CA | 08/1992 | Present |
| 1St Global Capital Corp | Camarillo | CA | 12/1999 | 10/2019 |
| 1St Global Advisors, Inc | Camarillo | CA | 08/2000 | 10/2019 |
| Warren Wealth Management | Camarillo | CA | 01/2005 | 01/2026 |
| Avantax Insurance Services, Inc. | Camarillo | CA | 02/2005 | 09/2025 |
| Avantax Advisory Services | Camarillo | CA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Camarillo | CA | 10/2019 | 09/2025 |
| Avantax Insurance Agency, Llc | Camarillo | CA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Camarillo | CA | 09/2025 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 01/2026 |
| Lpl Financial Llc | Camarillo | CA | 01/2026 | Present |
| Channel Islands Tax & Wealth Management | Camarillo | CA | 01/2026 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 01/2026 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1.01/2026 - Channel Islands Tax & Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/28/2026 2. 01/2026 - Warren & Marcos LP - Business Entity For Tax/Investment Purposes Only - Inv Related - 05 Hour(s)/Month - 05 Hour(s) During Trading - Camarillo, CA - OBA Start Date: 06/16/2021 3. 01/2026 - Timothy J Warren CPA - Tax Prep/Accounting/CPA - Inv Related - 05 Hour(s)/Month - 05 Hour(s) During Trading - Camarillo, CA, 93010 - OBA Start Date: 11/17/1989 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 | 2000-07-28 |
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