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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
5 E River Park Place East, Ste 420, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Independent Advisor Network | Overland Park | KS | 06/2026 | Present |
| Warner Wealth Strategies | Fresno | CA | 06/2014 | Present |
| Fresno State University | Fresno | CA | 08/2013 | 05/2020 |
| Lpl Financial Llc | Las Vegas | NV | 11/2016 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1-11/2023 / Warner Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 180 Hrs Mnth / 8 Hrs during trading / start date 11/22/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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