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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-07
  • MD RA
    APPROVED
    Since 2025-08-07

Branch Locations

1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial Llc Annapolis MD 05/2025 Present
Leidos Reston VA 03/2025 04/2025
Leidos Reston VA 03/2024 03/2025
Leidos Reston VA 01/2023 03/2024
Leidos Gaithersburg MD 02/2022 01/2023
Leidos Gaithersburg MD 01/2020 02/2022
Elon University Elon NC 08/2016 12/2019
Elon University - Campus Recreation & Wellness Elon NC 08/2016 12/2019
Leidos Gaithersburg MD 05/2019 08/2019
O'COnnor's Painting Service, Inc Gaithersburg MD 05/2018 08/2018
Zenimax Media Inc Rockville MD 05/2017 08/2017
Private Advisor Group, Llc Morristown NJ 05/2025 Present
  • 05/2025 → Present
    Lpl Financial Llc
    Annapolis, MD
  • 03/2025 → 04/2025
    Leidos
    Reston, VA
  • 03/2024 → 03/2025
    Leidos
    Reston, VA
  • 01/2023 → 03/2024
    Leidos
    Reston, VA
  • 02/2022 → 01/2023
    Leidos
    Gaithersburg, MD
  • 01/2020 → 02/2022
    Leidos
    Gaithersburg, MD
  • 08/2016 → 12/2019
    Elon University
    Elon, NC
  • 08/2016 → 12/2019
    Elon University - Campus Recreation & Wellness
    Elon, NC
  • 05/2019 → 08/2019
    Leidos
    Gaithersburg, MD
  • 05/2018 → 08/2018
    O'COnnor's Painting Service, Inc
    Gaithersburg, MD
  • 05/2017 → 08/2017
    Zenimax Media Inc
    Rockville, MD
  • 05/2025 → Present
    Morristown, NJ
Other Businesses

1)05/20/2025 - Finance Forward, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/27/2025 - Finance Forward, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date- 04/09/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 3)05/27/2025 - Private Advisors Group, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date- 04/09/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04

View on SEC IAPD

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