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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-12-18
WA RA APPROVED 2013-12-18
  • TX RA
    APPROVED
    Since 2013-12-18
  • WA RA
    APPROVED
    Since 2013-12-18

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

520 6Th Street South, Kirkland, WA 98033 • United States

Myicon

520 6Th Street South, Kirkland, WA 98033 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2005-12-16
  • WA RA
    APPROVED
    Since 2005-12-16

Branch Locations

520 6Th Street South, Kirkland, WA 98033 • 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 (Formerly: Linsco/Private Ledger Corp.) Kirkland WA 06/2005 Present
Myicon (Formerly: Icon Consulting) Kirkland WA 06/2005 Present
Private Advisor Group, Llc Kirkland WA 12/2013 Present
  • 06/2005 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Kirkland, WA
  • 06/2005 → Present
    Myicon (Formerly: Icon Consulting)
    Kirkland, WA
  • 12/2013 → Present
    Kirkland, WA
Previous Registrations
Other Businesses

1. 6/20/2005 - NON-VARIABLE INSURANCE - INSURANCE - BELLEVUE, WA. 2. 6/21/2005 - NON-VARIABLE INSURANCE DBA - FIXED ANNUITY, LTC. LIFE, DI, HEALTH - BELLEVUE, WA. 3. 02/05/2014 - THE BEACH HOUSE - REAL ESTATE RENTAL - ONE RENTAL UNIT - TIME SPENT 2% - CANNON BEACH, OR 4. 2/1/2017 - MyICON Commercial - Investment Related - 520 6th Street South, Kirkland, WA 98033 - Real Estate Rental - Started 01/31/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Commercial property. 5. 11/1/2017 - Private Advisor Group - DBA: (Hybrid) myICON - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/09/2016 - 90 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/1/2017. I expect to spend approximately 90 hours/month on this activity. Please see the advisory firms 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. 6. 11/1/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 06/09/2016 - 90 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 11/1/2017. I expect to spend approximately 90 hours/month on this activity. Please see the advisory firms 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. 7. 2/25/2021 - MyICON - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 06/09/2005 - 60 Hours Per Month/40 Hours During Securities Trading - I provide financial planning and consulting services through MyICON, an independent investment advisor firm. I started this business activity in 6/2005. I expect to spend approximately 60 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 advisory firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1998-11-25
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1998-11-25

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