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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
300 Willowbrook Lane, Suite #315, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
| Lpl Financial Llc | West Chester | PA | 03/2022 | Present |
| Gardner Business Media | Cincinnati | OH | 06/2021 | 01/2022 |
| Gartner Inc. | Fort Myers | FL | 08/2019 | 06/2021 |
| High Point University | High Point | NC | 08/2015 | 06/2019 |
1. 06/27/2024 - FPA Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-19 |
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