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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
80 Wolf Rd, Albany, NY 12205 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Albany | NY | 06/2023 | Present |
| American National Insurance | Glenmont | NY | 06/2022 | 08/2022 |
| Suny Brockport | Brockport | NY | 08/2018 | 05/2024 |
| Pheasant Hollow Golf Course | Castleton | NY | 06/2016 | 08/2020 |
| Columbia High School | East Greenbush | NY | 09/2014 | 06/2018 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2026 | Present |
1- 09/12/2025 / Albany Financial Group / DBA for LPL Business (entity for LPL business) / At Reported Business Location(s) /Investment Related / start 06/29/2023 - 160 hrs month / 130 hrs during trading 2) 09/23/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/29/2023 - 0 Hrs/Mth - 0 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 0 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 | 2026-03-24 |
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