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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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