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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-06-21 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
Warrenton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linticum | MD | 06/2012 | 03/2017 |
| Lpl Financial, Llc | Warrenton | VA | 06/2017 | Present |
| Private Advisor Group, Llc | Charlottesville | VA | 06/2017 | Present |
1. 6/7/2017- COFFEE ROASTING - Not Investment Related - 690 RACE COURSE ROAD - Other-BUSINESS OWNER - Started 1/1/2010 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 2%. 2. 6/7/2017- THE IMAGINARY BLUES BAND - Not Investment Related - 690 RACE COURSE ROAD, WARRENTON, VA 20186 - Other-Musician - Started 6/1/2011 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 2%. 3. 11/8/2018 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5/23/2017 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 10% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/08/2018. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms 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. 4. 5/6/2019 - Wells Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 5. 11/5/2020 - Door Dash - Not Investment Related - Door Dash corporate address: 901 Market Street Suite 600 San Francisco, CA 94103 USA - Outside/W-2 Employment - Door Dash Delivery Driver - Started 09/25/2020 - 15 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-18 |
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