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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
275 Tennant Ave, Ste 102, Morgan Hill, CA 95037 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Morgan Hill | CA | 11/2015 | Present |
| Stratos Wealth Partners | Los Gatos | CA | 11/2015 | 03/2018 |
| Strategic Wealth Advisor Group, Llc | Morgan Hill | CA | 03/2018 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. 7/28/2016: Napoli Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/20/2016 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 7/15/2019 - No business name - Investment related - Home based - Mortgage/Real Estate Services - start date:07/02/2019 - 5 hrs/mo - 0 hrs during trading. 3. 9/29/2020 - Nexa Mortgage - Not Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Started 06/18/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Affiliated with a mortgage company doing refi's and new purchase loans. Will refer clients to the mortgage company to help them save money by getting a lower mortgage rate. Will not do any of the loan processing or any of the underwriting. Will only do the referring and early, general education on loans. 4. 12/05/2022 - NWM Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/06/2022 - 150 Hours Per Month/50 Hours During Securities Trading 5. 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2026. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
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