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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Worthington | OH | 06/2012 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Troy | OH | 05/2023 | 12/2023 |
| Lpl Financial | Westerville | OH | 01/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2024 | Present |
1) 01/24/2024 - Codrea Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/24/2024 - Private Advisor Group - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 1/15/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/28/2022. 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 3) 01/24/2024 - Codrea Financial Services - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 1/15/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/28/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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