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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| PA | RA | APPROVED | 2026-06-26 |
Branch Locations
Chambersburg, PA • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1255 Treat Blvd Ste 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nurtured Wealth, Llc | Walnut Creek | CA | 04/2019 | Present |
| Lancaster General Health/Penn Medicine | Lancaster | PA | 01/2017 | 03/2019 |
| Girl Scouts In The Heart Of Pennsylvania | Harrisburg | PA | 05/2016 | 12/2016 |
| Lpl Financial Llc | Chambersburg | PA | 03/2019 | Present |
| Mariner Advisor Network | Overland Park | KS | 12/2025 | 05/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 07/2025 - Nurtured Wealth LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location(s) 160 hrs per month - 100% time spent 2) 06/30/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 7 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2025. 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 | 2025-11-10 |
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