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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-27
  • NJ RA
    APPROVED
    Since 2024-03-27

Branch Locations

23 Vreeland Road, Suite 201, Florham Park, NJ 07932 • 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
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
  • 06/2021 → Present
    Madison Wealth Planners
    Morristown, NJ
  • 06/2019 → 08/2019
    Pseg
    Newark, NJ
  • 06/2012 → 10/2018
    Morris County Golf Club
    Morristown, NJ
  • 09/2017 → 05/2021
    Rowan University
    Glassboro, NJ
  • 09/2014 → 06/2017
    Madison High School
    Madison, NJ
  • 08/2015 → Present
    Lpl Financial Llc
    Morristown, NJ
  • 03/2024 → Present
    Morristown, NJ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-14
S63 Uniform Securities Agent State Law Examination 2023-03-02
  • S65 Uniform Investment Adviser Law Examination
    2024-03-14
  • S63 Uniform Securities Agent State Law Examination
    2023-03-02

View on SEC IAPD

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