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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-27 |
Branch Locations
1939 Roland Clarke Place, Suite 400, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Falls Church | VA | 02/2016 | 09/2016 |
| United Capital Financial Advisers, Llc | Bethesda | MD | 03/2018 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 09/2018 | 08/2021 |
| Tapfin/Ey | Mcclean | VA | 05/2023 | 02/2026 |
| Ss&C Technologies Inc. | Windsor | CT | 04/2022 | 05/2023 |
| Extended Vacation | Vienna | VA | 09/2021 | 03/2022 |
| Personal Time Off Family | Bethesda | MD | 10/2016 | 02/2018 |
| Extended Vacation | Vienna | VA | 06/2018 | 08/2018 |
| Lpl Financial | Reston | VA | 02/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 02/2026 | Present |
1.02/03/2026 - Private Advisor Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 02/10/2026 2. 02/03/2026 - Global Advisor Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 02/10/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-30 |
| S66 | Uniform Combined State Law Examination | 2013-07-02 |
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