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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-26 |
Branch Locations
725 Skippack Pike Ste 200, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Blue Bell | PA | 11/2000 | 02/2023 |
| Lpl Financial Llc | Blue Bell | PA | 02/2023 | Present |
| Mariner Independent | Overland Park | KS | 01/2025 | 06/2026 |
| Jso Partners | Blue Bell | PA | 02/2023 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 02/2023- JSO Partners- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - 2) 06/29/2026 - 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 03/2026. 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 | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-12 |
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