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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-04
  • OH RA
    APPROVED
    Since 2026-07-04

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

679 High Street, Suite G, Worthington, OH 43085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Bank Powell OH 07/2024 02/2025
Tifftron Llc Findlay OH 08/2018 10/2018
Exceeding Reality Performance Nutrition Findlay OH 08/2021 02/2023
J.P. Morgan Securities Llc Westerville OH 03/2025 01/2026
Unemployed Bloomdale OH 03/2015 07/2018
Unemployed Bloomdale OH 11/2018 07/2021
Unemployed Bloomdale OH 03/2023 06/2024
Lpl Financial Llc Worthington OH 02/2026 Present
Unemployed Westerville OH 02/2026 02/2026
Private Advisor Group, Llc Morristown NJ 03/2026 Present
  • 07/2024 → 02/2025
    Fifth Third Bank
    Powell, OH
  • 08/2018 → 10/2018
    Tifftron Llc
    Findlay, OH
  • 08/2021 → 02/2023
    Exceeding Reality Performance Nutrition
    Findlay, OH
  • 03/2025 → 01/2026
    J.P. Morgan Securities Llc
    Westerville, OH
  • 03/2015 → 07/2018
    Unemployed
    Bloomdale, OH
  • 11/2018 → 07/2021
    Unemployed
    Bloomdale, OH
  • 03/2023 → 06/2024
    Unemployed
    Bloomdale, OH
  • 02/2026 → Present
    Lpl Financial Llc
    Worthington, OH
  • 02/2026 → 02/2026
    Unemployed
    Westerville, OH
  • 03/2026 → Present
    Morristown, NJ
Other Businesses

1. 02/2026 - Boyer Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 80 Hrs/Mth - 04 Hrs During Trading - OBA start date:2/25/2026 2. 03/11/2026 - Private Advisor Group - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 80 hours per month/ 4 hours during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 80 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. 3. 03/11/2026 - Boyer Financial Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 80 hours per month/ 4 hours during trading 4. 07/10/2026 - Boyer Financial Group - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 07/13/2026 - 4 hours per month/ during trading 5. 07/15/2026 - DoorDash - Outside/W-2 Employment - Not Investment Related - Westerville, OH - Start Date 07/15/2026 - 15 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2025-06-12
Other Names
  • Daniel Beck
  • Daniel K Beck
  • Daniel Keith Beck

View on SEC IAPD

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