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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-02 |
Branch Locations
433 S Main St, Ste 213, West Hartford, CT 06110 • 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 |
|---|---|---|---|---|
| Student | South Windsor | CT | 07/2015 | 06/2019 |
| Student | New Britain | CT | 07/2019 | 12/2022 |
| Student | New Britain | CT | 01/2023 | 05/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | 01/2026 |
| Northwestern Mutual Investment Services Llc | West Hartford | CT | 12/2024 | 01/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2025 | 01/2026 |
| Lpl Financial | Westhartford | CT | 01/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 01/2026 | Present |
1.01/30/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Entrust Wealth Partners, LLC; Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 160hrs/mth; 160hrs during trading 2.01/30/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Private Advisor Group; Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 160hrs/mth; 160hrs during trading 3.08/03/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 01/2026. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-21 |
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