Dana Lynne Mosk

Current Employers

Employment History

• 12/2013 → 04/2019
  Philly Kidz After School Enrichment Program
  Philadelphia, PA
• 10/2012 → 04/2018
  Substitute Teacher Services
  Horsham, PA
• 02/2015 → Present
  Lpl Financial Llc
  Willow Grove, PA
• 01/2015 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1. 2/10/15 - BRANDYWINE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - TAX PREP/Accounting/CPA - Start Date:1/19/2018. 2. 2/10/15 - BRANDYWINE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (entity for LPL Business) - Start Date:8/25/2018. 3. 12/08/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/05/2025 - 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 06/2025. 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. 4. 12/08/2025 - Brandywine Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/05/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-26
• S63 Uniform Securities Agent State Law Examination
  2015-04-27

Designations

Other Names

• Dana Lynne Smee