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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-23
  • MD RA
    APPROVED
    Since 2025-06-23

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

6550 Rock Spring Drive, Suite 535, Bethesda, MD 20817 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Rockville MD 05/2015 Present
Maryland Financial Group, Inc 5550 Friendship Blvd MD 05/2015 Present
Private Advisor Group, Llc Morristown NJ 06/2025 Present
  • 05/2015 → Present
    Lpl Financial Llc
    Rockville, MD
  • 05/2015 → Present
    Maryland Financial Group, Inc
    5550 Friendship Blvd, MD
  • 06/2025 → Present
    Morristown, NJ
Previous Registrations
  • 2015-05-21 → 2025-07-16
    Maryland Financial Group, Inc.
    Chevy Chase, MD
    Rockville, MD
  • 2006-12-07 → 2015-06-02
    Kestra Investment Services, Llc
    Chevy Chase, MD
    Rockville, MD
Other Businesses

(1) 06/09/2015: Insurance - Not Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Start 05/07/2015 - 5% of time spent - Ins Type: Long term care life disability (2) 06/09/2015: ABC Holdings of the Mid Atlantic and SE - Inv rel - At Reported Business Location(s) - Non-Variable Insurance - Start 05/07/2015 - 5% of time spent - Ins Type: Long term care life disability 3) 06/25/2025 - Brad Glickman LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:07/01/2022 - 160 Hrs/Mth - 120 Hrs During Trading. 4) 07/02/2025 - IntegriGEN Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/03/2015 - 200 Hrs/Mth - 200 Hrs During Trading. 5) 07/15/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start Date:06/23/2015 - 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 06/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1996-12-02
  • S66 Uniform Combined State Law Examination
    1996-12-02
Designations

View on SEC IAPD

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