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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-08 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
4505 Saucon Creek Road, Suite #100, Center Valley, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Center Valley | PA | 12/2024 | Present |
| Capital Planning Wealth Management | Center Valley | PA | 12/2024 | Present |
| Northwestern Mutual | Center Valley | PA | 05/2024 | 11/2024 |
| American Heritage Credit Union | Perkasie | PA | 07/2023 | 04/2024 |
| United States Cold Storage | Quakertown | PA | 06/2021 | 09/2023 |
| Walmart | East Greenville | PA | 08/2020 | 05/2021 |
| High School | Levittown | PA | 01/2015 | 06/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2024 | Present |
1- 05/2025 / Capital Planning Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 130 hrs during trading / start 12/3/2024 2) 05/27/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor Hybrid -At Reported Business Location(s) - Start Date: 12/03/2024 - 160 Hrs/Mth - 130 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 12/2024. 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. 3) 05/27/2025 - Capital Planning Wealth Management - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date: 12/03/2024 - 160 Hrs/Mth - 130 Hrs During Trading.I provide administrative support to Capital Planning Wealth Management, an independent investment advisor firm. I started this business activity in 12/2024. 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 | 2025-08-05 |
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