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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
9 North Main St, Chester, CT 06412 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chester | CT | 08/2023 | Present |
| Lightspeed Commerce | Montreal | 06/2021 | 09/2022 | |
| Itext By Apryse | Boston | MA | 03/2020 | 06/2021 |
| Toast Inc. | Boston | MA | 06/2019 | 01/2020 |
| Unemployed | Boston | MA | 01/2020 | 03/2020 |
| Canoga Wealth Management | Chester | CT | 06/2014 | 06/2019 |
| High Point University | High Point | NC | 03/2013 | 05/2017 |
| Ncg Inc. | Shelton | CT | 06/2017 | 07/2017 |
| Synergy Management Inc. | Brooklyn | NY | 05/2017 | 06/2017 |
| Northeastern University | Boston | CT | 05/2021 | 10/2023 |
| Private Advisor Group, Llc | Morristown | NJ | 07/2023 | Present |
1)02/26/2024 - Canoga Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/01/2023 - 160 hrs/mnth 8 hrs during trading 2)02/26/2024 - Rocket Retirement LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/01/2023 - 160 hrs/mnth 8 hrs during trading 3) 08/12/2025 - Private Advisor Group, LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 03/01/2023 - 160 hrs/mnth 8 hrs during trading. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2023. 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) 08/12/2025 - Canoga Wealth Management, LLC - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start date: 03/01/2023 - 160 hrs/mnth 8 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
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