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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-30 |
Branch Locations
23 Vreeland Road, Suite 201, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Morristown | NJ | 06/2021 | Present |
| Madison Public School | Madison | NJ | 01/2010 | 05/2019 |
| Rowan University | Glassboro | NJ | 07/2019 | 05/2023 |
| Madison Wealth Planners | Morristown | NJ | 06/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 09/2025 | Present |
1- Madison Wealth Planners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/13/2025 - Madison Wealth Planners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 hours per month/ during trading 3- 11/13/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 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 01/2025. 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 | 2025-09-04 |
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