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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
548 Gibson Drive, Suite 130, Roseville, CA 95678 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 05/2024 |
| Virtual Driver Interactive | El Dorado Hills | CA | 09/2016 | 12/2017 |
| Student | El Dorado Hills | CA | 05/2015 | 09/2016 |
| Lpl Financial Llc | Roseville | CA | 05/2024 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 05/2024 | 06/2026 |
| West Capital Wealth Management | Roseville | CA | 05/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 05/2024 - West Capital Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/22/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 05/2024 - Brighthouse - Inv Related - Non-Variable Insurance Trails Only - Started: 4/1/2018 - 0 Hrs/Mo. 3. 05/2024 - RooSportz LLC - Non-Inv Related - Outside/W-2 Employment - Pickleball Paddle Sales - Started: 4/1/2022 - 10 Hrs/Mo; 0 Hrs During Trading. 4. 05/2024 - Spare Time Sports Club Pickleball Instruction - Non-Inv Related - Folsom, CA - Outside/W-2 Employment - Started: 4/1/2022 - 10 Hrs/Mo; 0 Hrs During Trading. 5. 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2024. 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 | 2018-02-10 |
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