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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-12
  • PA RA
    APPROVED
    Since 2026-02-12

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

1 Country View Road, Suite 203, Malvern, PA 19355 • 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 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
  • 01/2026 → Present
    Lpl Financial Llc
    Malvern, PA
  • 06/2025 → 11/2025
    Unemployed
    Wildwood Crest, NJ
  • 08/2024 → 05/2025
    University Of Notre Dame
    South Bend, IN
  • 06/2024 → 08/2024
    Jb Investments Management, Llc
    Phoenixville, PA
  • 08/2023 → 05/2024
    University Of Notre Dame
    South Bend, IN
  • 06/2023 → 08/2023
    Wildwood Crest Beach Patrol
    Wildwood Crest, NJ
  • 08/2022 → 05/2023
    University Of Notre Dame
    South Bend, IN
  • 06/2022 → 08/2022
    Wildwood Crest Beach Patrol
    Wildwood Crest, NJ
  • 08/2021 → 05/2022
    University Of Notre Dame
    South Bend, IN
  • 06/2021 → 08/2021
    Wildwood Crest Beach Patrol
    Wildwood Crest, NJ
  • 09/2020 → 06/2021
    Malvern Preparatory School
    Malvern, PA
  • 06/2020 → 08/2020
    Wildwood Crest Beach Patrol
    Wildwood Crest, NJ
  • 09/2019 → 06/2020
    Malvern Preparatory School
    Malvern, PA
  • 06/2019 → 08/2019
    Unemployed
    Phoenixville, PA
  • 09/2018 → 06/2019
    Malvern Preparatory School
    Malvern, PA
  • 06/2018 → 08/2018
    Unemployed
    Phoenixville, PA
  • 09/2017 → 06/2018
    Malvern Preparatory School
    Malvern, PA
  • 06/2017 → 08/2017
    Unemployed
    Phoenixville, PA
  • 09/2016 → 06/2017
    Springford Middle School 8Th Grade Center
    Royersford, PA
  • 02/2026 → Present
    Morristown, NJ
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
  • S66 Uniform Combined State Law Examination
    2025-11-26

View on SEC IAPD

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