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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
  • CA RA
    APPROVED
    Since 2026-06-26

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

3201 Danville Boulevard, Ste 170, Alamo, CA 94507 • 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
Lincoln Financial Advisors San Ramon CA 02/2013 04/2018
Mutual Securities, Inc. Camarillo CA 04/2018 06/2020
Insight Wealth Strategies, Llc. San Ramon CA 04/2018 04/2021
Lpl Financial, Llc San Ramon CA 04/2021 Present
Mariner Independent Overland Park KS 05/2021 07/2026
Private Advisor Group, Llc Morristown NJ 06/2026 Present
  • 02/2013 → 04/2018
    Lincoln Financial Advisors
    San Ramon, CA
  • 04/2018 → 06/2020
    Mutual Securities, Inc.
    Camarillo, CA
  • 04/2018 → 04/2021
    San Ramon, CA
  • 04/2021 → Present
    Lpl Financial, Llc
    San Ramon, CA
  • 05/2021 → 07/2026
    Mariner Independent
    Overland Park, KS
  • 06/2026 → Present
    Morristown, NJ
Previous Registrations
  • 2021-05-04 → 2026-06-26
    San Ramon, CA
    Danville, CA
  • 2018-04-27 → 2021-07-19
    San Ramon, CA
  • 2013-11-11 → 2018-05-01
    Osaic Fa, Inc.
    San Ramon, CA
    Irvine, CA
    Bakersfield, CA
    Houston, TX
    Livermore, CA
    Point Richmond, CA
    San Ramon, CA
Other Businesses

1.05/03/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Executive Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 03/01/2021; 160hrs/mth; 8hrs during trading 2.02/11/2022; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/10/2022; 4hrs/mth; 1hrs during trading 3.05/10/2022; Financial Planner Group LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/29/2022; 4hrs/mth; 1hrs during trading 4.10/17/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sprague Wealth Solutions, LLC; Investment Related; at Reported Business Location(s); Start Date 10/03/2022; 4hrs/mth; 1hrs during trading 5.01/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Executive Wealth Strategies LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 160hrs/mth; 8hrs during trading 6.07/06/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2023. 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, 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. 7.08/04/2026; Alexander Izmailov; Real Estate Rental; Investment Related; Carlsbad,CA; Start Date 08/05/2026; 1hrs/mth; 1hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-06
S63 Uniform Securities Agent State Law Examination 2006-11-04
  • S66 Uniform Combined State Law Examination
    2013-11-06
  • S63 Uniform Securities Agent State Law Examination
    2006-11-04
Other Names
  • Alex Izmailov

View on SEC IAPD

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