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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-27 |
Branch Locations
23 Vreeland Road, Suite 201, Florham Park, NJ 07932 • 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 |
|---|---|---|---|---|
| Madison Wealth Planners | Morristown | NJ | 06/2021 | Present |
| Pseg | Newark | NJ | 06/2019 | 08/2019 |
| Morris County Golf Club | Morristown | NJ | 06/2012 | 10/2018 |
| Rowan University | Glassboro | NJ | 09/2017 | 05/2021 |
| Madison High School | Madison | NJ | 09/2014 | 06/2017 |
| Lpl Financial Llc | Morristown | NJ | 08/2015 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2024 | Present |
1) 08/01/2023 - MADISON WEALTH PLANNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 09/01/2021 - 35 Hours Per Month/ During Trading 2) 11/13/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/01/2023 - 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 03/2023. 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. 3) 11/13/2025 - Madison Wealth Planners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/01/2023 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-02 |
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