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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
350 W Julian St Bldg 3, San Jose, CA 95110 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Jose | CA | 07/2013 | Present |
| Mariner Independent Advisor Network | San Jose | CA | 06/2016 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 7/17/2013 - CAMINO ADVISORS/ DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Time Spent 100% 2. 3/10/2023 - Camino Advisory Services, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/20/2023 - 10 Hours Per Month/1 Hours During Securities Trading 3. 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 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 5/2026. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-10 |
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