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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Mateo | CA | 01/2006 | 12/2023 |
| Mariner Independent Advisor Network, Llc | San Mateo | CA | 01/2017 | 01/2024 |
| Compound Planning | New York | NY | 01/2024 | 10/2024 |
| Lpl Financial Llc | Morristown | NJ | 11/2024 | Present |
| Mariner Independent | Overland Park | KS | 11/2024 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 11/12/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mariner Advisor Network; Investment Related; at Reported Business Location(s); Start Date 11/11/2024; 160hrs/mth; 8hrs during trading 2. 06/30/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 8hrs during trading;I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-19 |
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