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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
3445 N. Causeway Blvd., Suite 202, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Metaire | LA | 09/2014 | 11/2021 |
| Voya Financial Advisors | Metairie | LA | 09/2014 | 11/2021 |
| Lpl Financial, Llc | Metairie | LA | 11/2021 | Present |
| Mariner Independent Advisor Network, Llc | Metairie | LA | 11/2021 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 11/15/2021 - DBA for LPL Business (entity for LPL business) / Strategic Wealth Advisors Group LLC / Investment Related / 160Hrs/Mo / Utica, MI 48317 2) 06/01/2011 - Sporting Goods Owner / BIGICE LLC / Not Investment Related / 0Hrs/Mo / Metaire, LA 3) 01/02/1995 - Business Entity For Tax/Investment Purposes Only / Sandia Estate, LLC / Not Investment Related / 0Hrs/Mo / Sulphur, LA 70663 4) 07/06/2026 - 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 05/2023. 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 | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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