Mark Alan Morgan

Current Employers

Employment History

• 02/2016 → 08/2017
  Summit Equities, Inc.
  Parsippany, NJ
• 02/2016 → 08/2017
  Summit Risk Management, Inc.
  Parsippany, NJ
• 08/2017 → Present
  Lpl Financial Llc
  Fairfield, NJ
• 08/2017 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2017-03-20 → 2017-08-11
  Summit Equities, Inc.
  Parsippany, NJ

Other Businesses

1) 08/04/2017 - Bleakley Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2017 - 160 hr/mth 2) 08/30/2017-Private Advisor Group-DBA:(Hybrid) Bleakley Financial Group-Investment related-At reported business location(s)-Registered Investment Advisor DBA-start 08/14/2017-Hours per month 100/hours during trading 8-Time spent percent 10%-I provide administrative services through Private Advisor Group, LLC.,, an independent investment advisor firm. I started this business activity on 8/28/2017. I expect to spend approximately 100 hours/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 advisory firm is separate from and independent of LPL Financial. 3) 08/30/2017-Private Advisor Group-Investment related-At reported business location(s)-Registered Investment Advisor-start 08/14/2017-Hours per month 100/hours during trading 8-Time spent percent 90%-I provide administrative services through Private Advisor Group, LLC.,, an independent investment advisor firm. I started this business activity on 8/28/2017. I expect to spend approximately 100 hours/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 advisory firm is separate from and independent of LPL Financial. 4) 12/12/2023 - Charter Oak Financial - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 8 Hours Per Month/ 0 Hours During Trading 5) 12/29/2025 - Bleakley Financial Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/30/2017 - 40 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-02-10

Designations

Other Names

• Mark Alan Morgan