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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2019 | 10/2019 |
| True Light Fellowship Church | Philadelphia | PA | 09/2004 | 07/2019 |
| Pacific Life Insurance | Omaha | CA | 09/2020 | 05/2021 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 09/2020 | 09/2023 |
| True Light Fellowship Church | Philadelphia | PA | 11/2019 | 08/2020 |
| Kestra Investment Services, Llc | Glenside | PA | 09/2023 | 09/2025 |
| Kestra Advisory Services, Llc | Glenside | PA | 11/2024 | 09/2025 |
| Lpl Financial | King Of Prussia | PA | 10/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 10/2025 | Present |
1. 10/2025 - True Light Fellowship Church - Outside/W-2 Employment - Not Investment Related - 20 Hrs/Mth - 3 Hrs During Trading - Philadelphia, PA 19119 - OBA Start Date: 09/01/2020 2. 10/2025 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/24/2025 3. 10/2025 - Thomas Charles Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/24/2025 4. 10/2025 - Duane Pinnock - Non-Variable Insurance - Investment Related - 8 Hrs/Mth - 8 Hrs During Trading - King of Prussia, PA 19406 - OBA Start Date: 10/24/2025 5. 11/05/2025 - Private Advisor Group - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/24/2025 - 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 10/2025. 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 | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-13 |
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