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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-12
  • OH RA
    APPROVED
    Since 2025-11-12

Branch Locations

141 W Schrock Road, Westerville, OH 43081 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Shore Morgan Young Worthington OH 02/2014 01/2017
Lincoln Investment Wyncote PA 06/2014 01/2017
Shore Morgan Young Worthington OH 02/2014 01/2017
Lincoln Investment Fort Washington PA 05/2022 11/2025
Switchback Global Capital Columbus OH 01/2017 04/2022
Lido Advisors, Llc Los Angeles CA 10/2024 11/2025
Shore Morgan Young Worthington OH 05/2022 10/2024
Lpl Financial Westerville OH 11/2025 Present
Private Advisor Group Morristown NJ 11/2025 Present
  • 02/2014 → 01/2017
    Shore Morgan Young
    Worthington, OH
  • 06/2014 → 01/2017
    Wyncote, PA
  • 02/2014 → 01/2017
    Shore Morgan Young
    Worthington, OH
  • 05/2022 → 11/2025
    Fort Washington, PA
  • 01/2017 → 04/2022
    Switchback Global Capital
    Columbus, OH
  • 10/2024 → 11/2025
    Lido Advisors, Llc
    Los Angeles, CA
  • 05/2022 → 10/2024
    Shore Morgan Young
    Worthington, OH
  • 11/2025 → Present
    Lpl Financial
    Westerville, OH
  • 11/2025 → Present
    Private Advisor Group
    Morristown, NJ
Previous Registrations
  • 2024-10-17 → 2025-12-03
    New Albany, OH
    Los Angeles, CA
  • 2023-04-27 → 2024-10-04
    New Albany, OH
    Fort Washington, PA
  • 2017-01-09 → 2017-02-03
    New Albany, OH
Other Businesses

1- 11/2025 / Codrea Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 2- 11/2025 / Private Advisor Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 3- 11/21/2025 - Private Advisor Group - Registered Investment Advisor - Assistant - Investment Related - At Reported Business Location(s) - Start Date 11/10/2025 - 160 hours per month/ during trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2025. 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 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17
Other Names
  • Garin Rydalch

View on SEC IAPD

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