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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
400 W Ventura Blvd, Ste 205, Camarillo, CA 93010 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-05 |
Branch Locations
288 Pearl St, Monterey, CA 93940 • United States
400 W Ventura Blvd Ste 205, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Camarillo | CA | 09/2010 | Present |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 02/2014 | 12/2021 |
| Mariner Independent Advisor Network, Llc | Camarillo | CA | 12/2021 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 12/09/2021 - Camber Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/15/2021 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 07/21/2022 - Watermark Life Insurance Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 07/08/2022 - 3 Hours Per Month/1 Hours During Securities Trading 3. 08/16/2024 - Monterey Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/08/2024 - 5 Hours Per Month/ 1 Hour During Trading 4. 02/03/2026 - Conejo Schools Foundation - Other - Non-Profit Committee Member - Not Investment Related - Zoom - Start Date 12/01/2025 - 1 hour per month 5. 07/01/2026 - 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 6/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-15 |
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