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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-02
  • CT RA
    APPROVED
    Since 2025-05-02

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

9 North Main St, Chester, CT 06412 • 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
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
  • 08/2023 → Present
    Lpl Financial Llc
    Chester, CT
  • 06/2021 → 09/2022
    Lightspeed Commerce
    Montreal
  • 03/2020 → 06/2021
    Itext By Apryse
    Boston, MA
  • 06/2019 → 01/2020
    Toast Inc.
    Boston, MA
  • 01/2020 → 03/2020
    Unemployed
    Boston, MA
  • 06/2014 → 06/2019
    Canoga Wealth Management
    Chester, CT
  • 03/2013 → 05/2017
    High Point University
    High Point, NC
  • 06/2017 → 07/2017
    Ncg Inc.
    Shelton, CT
  • 05/2017 → 06/2017
    Synergy Management Inc.
    Brooklyn, NY
  • 05/2021 → 10/2023
    Northeastern University
    Boston, CT
  • 07/2023 → Present
    Morristown, NJ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
  • S66 Uniform Combined State Law Examination
    2025-04-17

View on SEC IAPD

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