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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-12 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1 Country View Road, Suite 203, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Malvern | PA | 01/2026 | Present |
| Unemployed | Wildwood Crest | NJ | 06/2025 | 11/2025 |
| University Of Notre Dame | South Bend | IN | 08/2024 | 05/2025 |
| Jb Investments Management, Llc | Phoenixville | PA | 06/2024 | 08/2024 |
| University Of Notre Dame | South Bend | IN | 08/2023 | 05/2024 |
| Wildwood Crest Beach Patrol | Wildwood Crest | NJ | 06/2023 | 08/2023 |
| University Of Notre Dame | South Bend | IN | 08/2022 | 05/2023 |
| Wildwood Crest Beach Patrol | Wildwood Crest | NJ | 06/2022 | 08/2022 |
| University Of Notre Dame | South Bend | IN | 08/2021 | 05/2022 |
| Wildwood Crest Beach Patrol | Wildwood Crest | NJ | 06/2021 | 08/2021 |
| Malvern Preparatory School | Malvern | PA | 09/2020 | 06/2021 |
| Wildwood Crest Beach Patrol | Wildwood Crest | NJ | 06/2020 | 08/2020 |
| Malvern Preparatory School | Malvern | PA | 09/2019 | 06/2020 |
| Unemployed | Phoenixville | PA | 06/2019 | 08/2019 |
| Malvern Preparatory School | Malvern | PA | 09/2018 | 06/2019 |
| Unemployed | Phoenixville | PA | 06/2018 | 08/2018 |
| Malvern Preparatory School | Malvern | PA | 09/2017 | 06/2018 |
| Unemployed | Phoenixville | PA | 06/2017 | 08/2017 |
| Springford Middle School 8Th Grade Center | Royersford | PA | 09/2016 | 06/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2026 | Present |
1.01/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Forge Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date 11/03/2025; 177hrs/mth; 144hrs during trading 2.08/03/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 11/03/2025; 177hrs/mth; 144hrs during trading; I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 177 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. 3.08/03/2026; (Hybrid) Forge Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 11/03/2025; 177hrs/mth; 144hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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