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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
400 W. Ventura Blvd, Suite 205, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Clarita Community College District | Santa Clarite | CA | 01/2013 | 09/2016 |
| Csu Channel Islands | Camarillo | CA | 08/2015 | 05/2017 |
| Lpl Financial, Llc | Camarillo | CA | 08/2016 | Present |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 09/2016 | 04/2021 |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 04/2021 | 12/2021 |
| Mariner Independent Advisor Network, Llc | Camarillo | CA | 12/2021 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 08/09/2022- Watermark Insurance Services - Investment Related- At Reported Business Location(s)-Non-Variable Insurance- Start Date- 06/20/2022- 4 Hours Per Month/ 2 Hours During Securities Trading 2. 11/03/2023 - Camber Wealth - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/20/2021 - 40 Hrs/Mo; 20 Hrs During Trading 3. 08/16/2024 - Monterery Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/08/2024 - 5 Hours Per Month/ 1 Hour During Trading 4. 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
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