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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1504 Eureka Rd Ste 210, Roseville , CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Roseville | CA | 03/2016 | 05/2018 |
| Lpl Financial, Llc | Roseville | CA | 03/2016 | Present |
| Mariner Independent Advisor Network, Llc | Roseville | CA | 05/2018 | 06/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 5/31/2018 - Ashley Anderson - Investment Related - At Reported Business Location(s) - Notary - Start Date: 11/21/2016 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Notary Public. 2. 5/31/2018 - Retirement Wealth Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/15/2018. 3. 06/29/2026 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC an independent investment advisor firm. I started this business activity in 6/2026 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-18 |
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