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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| MI | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
West Bloomfield, MI • United States
815 University Avenue, Sacrament, CA 95825 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliable Securities Inc. | Petoskey | MI | 07/1998 | 01/2020 |
| Lpl Financial, Llc | Sacramento | CA | 07/2019 | Present |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 08/2020 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 12/31/2020 - Lighthouse Strategic Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2020 - 140 Hours Per Month/7 Hours During Securities Trading. 2. 3/12/2021 - Reliable Securities Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 07/01/1998 - 160 Hours Per Month During Securities Trading. 3. 4/8/2021 - No Business Name - Investment Related - 104 S Lake St, Boyne City MI 49712 - Mortgage/Real Estate Services - Real Estate Agent - Started 11/01/2018 - 1 Hour Per Month During Securities Trading. 4. 5/7/2021 - Indian Garden LLC - Investment Related - 3840 Pine Lake Knoll Dr. West Bloomfield, MI 48324 - Real Estate Rental - Start Date: 7/1/2016 - 1 Hours Per Month/1 Hours During Securities Trading 5. 02/02/2026 - Campbell Krug & Co. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/30/2026 - 160 hours per month/ 100 hours during trading 6. 06/10/2026 - Cavalier Associates - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 2 hours per month/ 1 hour during trading 7. 06/26/2026 - Campbell Krug Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/24/2026 - 2 hours per month/ during trading 8. 07/01/2026 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-24 |
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