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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
108 Wild Basin Rd S., Ste 250, Austin, TX 78746 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | 06/2022 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 03/2022 | 06/2022 |
| Charles Schwab | Austin | TX | 11/2021 | 02/2022 |
| Unemployed | Austin | TX | 08/2021 | 11/2021 |
| The Alliance Nutrition | Austin | TX | 01/2019 | 08/2021 |
| Texas State University | San Marcos | TX | 05/2017 | 08/2020 |
| Westlake High School | Austin | TX | 02/2012 | 05/2017 |
| Lpl Financial | Austin | TX | 07/2022 | Present |
| Strategic Wealth Advisors Group | Sacramento | CA | 07/2022 | 08/2022 |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 08/2022 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 07/20/2022 - Arakelian Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Austin, TX - 0 Hrs/Mth - 0 Hrs During Trading. 2) 01/13/2025- Sail Financial- DBA for LPL Business (entity for LPL business)- Investment Related- At Reported Business Location(s) - Start Date 01/13/2025- 160 hours per month/ 2 hours during trading 3) 03/12/2025 - Blue Cross Blue Shield - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:03/10/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 4) 07/07/2025 - Blue Cross Blue Shield of California - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/26/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 5) 11/11/2025 - Empathic Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 1 hour per month/ during trading 6) 07/06/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 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 05/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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