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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-16
  • MI RA
    APPROVED
    Since 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

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
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
  • 01/2015 → 05/2021
    Gimnasio Vermont
    Bogota
  • 08/2021 → 12/2024
    Michigan State University
    East Lansing, MI
  • 01/2023 → 05/2023
    Greene Wealth Management
    East Lansing, MI
  • 03/2025 → Present
    Lpl Financial Llc
    East Lansing, MI
  • 01/2025 → 03/2025
    Greene Wealth Management
    East Lansing, MI
  • 06/2021 → 07/2021
    Unemployed
    Bogota
  • 12/2022 → Present
    Morristown, NJ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-02
  • S66 Uniform Combined State Law Examination
    2025-07-02

View on SEC IAPD

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