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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

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

Branch Locations

1801 Roeder Ave Ste 147, Bellingham, WA 98225 • 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
Multigen Wealth Services Anacortes WA 11/2023 Present
Helion Energy Everett WA 08/2022 11/2023
Ace Hardware Lake Stevens WA 05/2020 08/2020
Skyhawks Sports Academy Lynwood WA 06/2019 08/2019
Lake Stevens High School Lake Stevens WA 06/2015 06/2018
Towson University Towson MD 06/2018 05/2020
Boise State University Boise ID 06/2020 05/2022
Unemployed Lake Stevens WA 05/2022 08/2022
Lpl Financial Llc Bellingham WA 12/2023 Present
Mariner Independent Advisor Network Overland Park KS 08/2025 07/2026
Private Advisor Group, Llc Morristown NJ 06/2026 Present
  • 11/2023 → Present
    Multigen Wealth Services
    Anacortes, WA
  • 08/2022 → 11/2023
    Helion Energy
    Everett, WA
  • 05/2020 → 08/2020
    Ace Hardware
    Lake Stevens, WA
  • 06/2019 → 08/2019
    Skyhawks Sports Academy
    Lynwood, WA
  • 06/2015 → 06/2018
    Lake Stevens High School
    Lake Stevens, WA
  • 06/2018 → 05/2020
    Towson University
    Towson, MD
  • 06/2020 → 05/2022
    Boise State University
    Boise, ID
  • 05/2022 → 08/2022
    Unemployed
    Lake Stevens, WA
  • 12/2023 → Present
    Lpl Financial Llc
    Bellingham, WA
  • 08/2025 → 07/2026
    Mariner Independent Advisor Network
    Overland Park, KS
  • 06/2026 → Present
    Morristown, NJ
Previous Registrations
Other Businesses

1- 12/12/2024 - MultiGen Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Locations - OBA Start Date 12/01/2023 - Hours per Month 160 - Time Spent 100% 2- 06/30/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - 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 12/2023. 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 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28
Other Names
  • Sara Kathleen Johnson

View on SEC IAPD

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