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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-11 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1415 Rolkin Court, Ste 204, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities Usa Inc. | Washington | DC | 01/2025 | 09/2025 |
| Hsbc Bank Usa National Association | Washington | DC | 01/2025 | 09/2025 |
| Unemployed | Arlington | VA | 06/2024 | 01/2025 |
| National University Of Singapore | Singapore | 08/2022 | 06/2024 | |
| Velocity Ventures | Singapore | 06/2023 | 09/2023 | |
| Triangle Prep | Seoul | 03/2021 | 07/2022 | |
| Unemployed | Seoul | 12/2020 | 03/2021 | |
| Virtus Triumphus | Beijing | 06/2018 | 12/2020 | |
| Next Education | Seoul | 05/2016 | 05/2018 | |
| Ubs Financial Services Inc. | Washington | DC | 01/2026 | 05/2026 |
| Unemployed | Arlington | VA | 09/2025 | 01/2026 |
| Lpl Financial, Llc | Charlottesville | VA | 06/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 6/2026 - The Legacy Foundation LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 120 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/11/2026 2. 6/2026 - (Hybrid) Private Advisor group - Registered Investment Advisor Hybrid - INV REL - 160 Hour(s)/Month – 120 Hour(s) During Trading - Charlottesville VA 22911 - OBA Start date:06/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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