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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-26
  • CA RA
    APPROVED
    Since 2026-06-26

Branch Locations

548 Gibson Drive, Suite 130, Roseville, CA 95678 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2017 → 05/2024
    St Louis, MO
  • 09/2016 → 12/2017
    Virtual Driver Interactive
    El Dorado Hills, CA
  • 05/2015 → 09/2016
    Student
    El Dorado Hills, CA
  • 05/2024 → Present
    Lpl Financial Llc
    Roseville, CA
  • 05/2024 → 06/2026
    Mariner Independent Advisor Network
    Overland Park, KS
  • 05/2024 → Present
    West Capital Wealth Management
    Roseville, CA
  • 06/2026 → Present
    Morristown, NJ
Previous Registrations
  • 2024-05-31 → 2026-06-26
    Roseville, CA
  • 2018-02-13 → 2024-05-31
    Shingle Springs, CA
    Woodland, CA
    Shingle Springs, CA
    St Louis, MO
    Woodland, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-10
  • S66 Uniform Combined State Law Examination
    2018-02-10

View on SEC IAPD

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