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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-01-29
  • MO RA
    APPROVED
    Since 2026-01-29

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

9300 Olive Blvd, Saint Louis, MO 63132 • 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
Jbl Financial Services Inc Saint Louis MO 07/2022 Present
Aldi's Maplewood MO 07/2019 07/2022
Independent Contractor/ Personal Trainer Southampton NY 01/2010 07/2019
Lpl Financial Llc Saint Louis MO 06/2022 Present
Private Advisor Group, Llc Morristown NJ 01/2026 Present
  • 07/2022 → Present
    Jbl Financial Services Inc
    Saint Louis, MO
  • 07/2019 → 07/2022
    Aldi's
    Maplewood, MO
  • 01/2010 → 07/2019
    Independent Contractor/ Personal Trainer
    Southampton, NY
  • 06/2022 → Present
    Lpl Financial Llc
    Saint Louis, MO
  • 01/2026 → Present
    Morristown, NJ
Other Businesses

1) 2/2023- JBL FINANCIAL SERVICES INC - DBA for LPL Business (entity for LPL business)- inv. related- SAINT LOUIS MO 2) 01/23/2026 - JB Lapidus & Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 40 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-21
S63 Uniform Securities Agent State Law Examination 2023-03-09
  • S65 Uniform Investment Adviser Law Examination
    2023-03-21
  • S63 Uniform Securities Agent State Law Examination
    2023-03-09

View on SEC IAPD

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