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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-16 |
Branch Locations
2260 E Saginaw St, Suite B, East Lansing, MI 48823 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gimnasio Vermont | Bogota | 01/2015 | 05/2021 | |
| Michigan State University | East Lansing | MI | 08/2021 | 12/2024 |
| Greene Wealth Management | East Lansing | MI | 01/2023 | 05/2023 |
| Lpl Financial Llc | East Lansing | MI | 03/2025 | Present |
| Greene Wealth Management | East Lansing | MI | 01/2025 | 03/2025 |
| Unemployed | Bogota | 06/2021 | 07/2021 | |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | Present |
1 - 04/01/2025 - Greene Wealth Management - DBA for LPL Business - Previously approved - Inv Related - At reported business location(s)- Start Date: 01/09/2025 - 160 Hours/Month - 7 Hours During Trading . 2. 04/02/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At reported business location(s). - Start Date: 01/09/2025 - 0 Hours/Month - 0 Hours During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 0 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. 3. 04/02/2025 - Greene Wealth Management- Registered Investment Advisor DBA - Investment Related - At reported business location(s). - Start Date: 01/09/2025 - 0 Hours/Month - 0 Hours During Trading 4) 09/15/2025 - Almanza Wealth Management - Not Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/02/2025 - 120 Hrs/Mth - 90 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
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