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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-26 |
Branch Locations
1801 Roeder Ave Ste 147, Bellingham, WA 98225 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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