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Account
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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-05 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
598 Bosworth Street, Ste 1, San Francisco, CA 94131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ucsf | San Francisco | CA | 05/2023 | Present |
| Learnxus Llc | San Francisco | CA | 08/2022 | 12/2025 |
| Omnia Insurance | Santa Barbara | CA | 01/2020 | 08/2021 |
| Ucsd | San Diego | CA | 08/2021 | 08/2022 |
| Ucsb | Santa Barbara | CA | 09/2017 | 06/2020 |
| Aliso Viejo Ice Palace | Aliso Viejo | CA | 09/2015 | 09/2017 |
| Lpl Financial | San Francisco | CA | 09/2025 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2026 | Present |
1) 2026-01-23 - UCSF - Outside/W-2 Employment - Y - San Francisco CA - 2026-01-12 - 160hrs/mth - 160hrs/mth during trading 2) 2026-01-23 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-01-07 - 160hrs/mth - 160hrs/mth during trading 3) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Private Advisor Group - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-01-07 - 160hrs/mth - 160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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