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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
35 Fulford Avenue, Suite 100, Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Maryland Baltimore County | Catonsville | MD | 01/2020 | Present |
| Fisher Financial Services | Bel Air | MD | 07/2019 | Present |
| Destination Xl Group, Inc. | Towson | MD | 12/2016 | 12/2021 |
| Community College Of Baltimore County | Essex | MD | 01/2019 | 12/2019 |
| Towson University | Towson | MD | 08/2014 | 12/2018 |
| Unemployed | Middle River | MD | 10/2016 | 12/2016 |
| Staples, Inc. | Towson | MD | 03/2016 | 09/2016 |
| Lpl Financial, Llc | Bel Air | MD | 06/2021 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2021 | Present |
1) 06/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - FISHER FINANCIAL SERVICES - INVESTMENT RELATED - BEL AIR, MD 21014 2) 11/2020 - FOR PROFIT BOARD MEMBER - COUSINCATION - 8HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - MIDDLE RIVER, MD 3) 07/19/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 80 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 80 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. 4) 07/19/2022 - Private Advisor Group - DBA: Fisher Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 80 Hours Per Month/20 Hours During Securities Trading - You are approved based on the specific facts provided in this request. Since the RIA accommodates IARs not affiliated with LPL Financial, you are prohibited from using the RIA name to represent your LPL Financial securities business unless your firm has been approved for co-branding. If these circumstances change, you must notify us immediately 5) 08/07/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/29/2024 - 8 Hours per month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
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