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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-05-02 |
| TX | RA | APPROVED_RES | 2024-05-02 |
Branch Locations
3201 Pioneers Blvd, Ste 208, Lincoln, NE 68502 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities Lp | Orange | CA | 12/2003 | 05/2024 |
| Lpl Financial Llc | Lincoln | NE | 05/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 05/2024 | Present |
(1) 12/19/2023- LAZARO WEALTH CONSULTANTS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2003 - 160 Hours Per Month/ 8 Hours During Trading (2) 03/22/2024- Juno Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 160 Hours Per Month/ 8 Hours During Trading (3) 05/07/2024 - Private Advisor Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 4/1/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 12/03/2024 - JUNO PRIVATE WEALTH - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date :05/02/2024- 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/29/2025 - NFN Farm Exchange LLC - Not Investment Related - For-Profit Board Member - Start Date:07/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-20 |
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