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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2025-07-01 |
Branch Locations
113 Union Street, Milton, DE 19968 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Wodbridge | NJ | 11/2008 | 09/2018 |
| Lpl Financial Llc | Milton | DE | 09/2018 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 07/2025 | Present |
1. 09/26/2018- Howell Financial Management- DBA for LPL Business (entity for LPL business)- Inv Related - At Reported Business Location(s) - Start date: 09/28/2018 - 160 Hrs/Mth - 8 Hrs During Trading. 2. 06/25/2025 - Ocean City Financial Group - DBA for LPL Business (entity for LPL business) - Inv related - At Reported Business Location(s) - Start date: 07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 3) 07/16/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start date:07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 07/2025. 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 | 2000-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-26 |
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