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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-26 |
| WA | RA | APPROVED | 2026-06-26 |
Branch Locations
1801 Roeder Avenue, Ste 147, Bellingham, WA 98225 • United States
819 Commercial Avenue, Suite G, Anacortes, WA 98221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellingham | WA | 11/2011 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 12/21/2021 - MultiGen Wealth Services, INC - DBA: MultiGen Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 160 Hours Per Month During Securities Trading. 2. 12/30/2024- My Place in Space- Other - scorp - Not Investment Related - Home Based - Start Date 11/13/2024 - 1 hour per month/ 0 hours during trading 3. 11/14/2025 - MGWS Property Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location - Start Date 10/30/2025 - 1 hour per month/ 0 hours 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 | 2000-06-23 |
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