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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
4370 Town Center Blvd, Suite 300-18, El Dorado Hills, CA 95762 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | El Dorado Hills | CA | 06/2000 | 09/2018 |
| Wells Fargo Advisors Llc | El Dorado Hills | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | El Dorado Hills | CA | 11/2016 | 09/2018 |
| Capital Planning Advisors Llc. | Roseville | CA | 09/2018 | 04/2026 |
| Bedell Frazier Investment Counselling | Walnut Creek | CA | 02/2026 | 04/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2026 | Present |
1. Ms. Le holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. Le provides. Ms. Le may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. Le to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 2. Ms. Le co-owns residential real estate that she rents for income. The business is separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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