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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-30
  • MD RA
    APPROVED
    Since 2026-01-30

Branch Locations

1910 Towne Center Blvd., Suite 250, Annapolis, MD 21401 • 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
Lpl Financial Anapolis MD 06/2025 Present
Private Advisor Group Anapolis MD 06/2025 Present
Financeforward, Llc Annapolis MD 05/2022 12/2024
Ace Aquatics Annapolis MD 05/2020 09/2020
Loyola University Maryland Rec And Wellness Student Employee Baltimore MD 09/2022 05/2025
Ace Aquatics Kingsport MD 06/2015 06/2024
Private Advisor Group, Llc Morristown NJ 01/2026 Present
  • 06/2025 → Present
    Lpl Financial
    Anapolis, MD
  • 06/2025 → Present
    Private Advisor Group
    Anapolis, MD
  • 05/2022 → 12/2024
    Financeforward, Llc
    Annapolis, MD
  • 05/2020 → 09/2020
    Ace Aquatics
    Annapolis, MD
  • 09/2022 → 05/2025
    Loyola University Maryland Rec And Wellness Student Employee
    Baltimore, MD
  • 06/2015 → 06/2024
    Ace Aquatics
    Kingsport, MD
  • 01/2026 → Present
    Morristown, NJ
Other Businesses

1) 10/17/2025 - Private Advisor Group, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date: 10/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading - 100% time spent. 2) 10/17/2025 - Finance Forward / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date:10/15/2025 - 8 Hrs/Mth - 160 Hrs During Trading - 100 % time spent. 3) 10/24/2025 - Private Advisors Group, LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:10/15/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. 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 2026-01-21
  • S66 Uniform Combined State Law Examination
    2026-01-21

View on SEC IAPD

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