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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-23 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
5 Valley Square, Ste 110, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colonial Middle School | Plymouth Meeting | PA | 09/2015 | 06/2018 |
| Plymouth Whitemarsh High School | Plymouth Meeting | PA | 09/2018 | 06/2022 |
| Mainline Metals Inc. | Conshohocken | PA | 02/2022 | 08/2023 |
| Mainline Metals Inc. | Conshohocken | PA | 05/2024 | 08/2024 |
| Risler Financial Management | Blue Bell | PA | 05/2025 | 05/2026 |
| Unemployed | Plymouth Meeting | PA | 06/2018 | 09/2018 |
| Private Advisor Group Llc | Morristown | NJ | 04/2025 | Present |
| Unemployed | Conshohocken | PA | 08/2023 | 08/2024 |
| Unemployed | Conshohocken | PA | 08/2024 | 05/2025 |
| Lpl Financial | Blue Bell | PA | 04/2025 | Present |
1. 08/2026 – RISLER FINANCIAL MANAGEMENT – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s)– OBA Start Date: 8/28/2026 2. 08/2026 – Brandywine Wealth Management – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s)– OBA Start Date: 8/28/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
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