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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-14
  • PA RA
    APPROVED
    Since 2025-04-14

Branch Locations

3559 Chipman Road, Easton, PA 18045 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial Llc Easton PA 01/2015 Present
Private Advisor Group, Llc Morristown NJ 04/2025 Present
Other Businesses

1) 01/25/2023 - MSM Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported location(s) - Start Date:07/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 01/25/2023 - Moravian Academy High School - Head Lacrosse Coach at Moravian Academy High School - not inv-rel - Bethlehem, PA - Outside/W-2 Employment - start date 03/06/2023 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 1/31/2023 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date - 07/01/2015 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2023. 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. 4) 08/21/2025 - MSM Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/08/2025 - 240 Hrs/Mth - 130 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07

View on SEC IAPD

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