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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 01/2013 | 02/2021 |
| Bank Of America, N.A. | San Jose | CA | 02/2013 | 02/2021 |
| Fidelity Investments | San Jose | CA | 03/2021 | 11/2024 |
| Lpl Financial Llc | San Jose | CA | 11/2024 | Present |
| Mariner Independent | Overland Park | KS | 11/2024 | 07/2026 |
| Camino Advisors | San Jose | CA | 11/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1- 08/2024 / Real Estate Rental / INV RLTD / 1 HRS MNTH / START 08/19/2024 2- 08/2024 / Camino Advisors / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 08/19/2024 3- 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 6 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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