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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tustin | CA | 10/2024 | Present |
| New Life Orange County Church | Tustin | CA | 10/2022 | Present |
| Calvary Church Of Santa Ana | Santa Ana | CA | 04/2016 | 12/2023 |
| Zion Capital | Tustin | CA | 01/2025 | Present |
| Mariner Independent | Overland Park | KS | 02/2025 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1.10/23/2024; New Life Orange County Church - Pastor; Church/Pastor; Not Investment Related; Santa Ana,CA; Start Date 01/01/2024; 80hrs/mth; 4hrs during trading 2.10/23/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Zion Capital Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date 10/01/2024; hrs/mth; hrs during trading 3.07/01/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 02/2025. 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 | 2024-12-13 |
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