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Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-26
TX RA APPROVED 2026-06-26
  • FL RA
    APPROVED
    Since 2026-06-26
  • TX RA
    APPROVED
    Since 2026-06-26

Branch Locations

305 Madison Avenue, Morristown, NJ 07960 • United States

5491 N University Drive Suite 101, Coral Springs, FL 33067 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

5491 N University Dr Ste 101, Coral Springs, FL 33067 • 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
Clarity Financial Planning Inc Planation FL 03/2002 Present
Lpl Financial Llc Plantation FL 09/2009 Present
Mariner Independent Advisor Network, Llc Plantation FL 07/2015 07/2026
Private Advisor Group, Llc Morristown NJ 06/2026 Present
  • 03/2002 → Present
    Clarity Financial Planning Inc
    Planation, FL
  • 09/2009 → Present
    Plantation, FL
  • 07/2015 → 07/2026
    Mariner Independent Advisor Network, Llc
    Plantation, FL
  • 06/2026 → Present
    Morristown, NJ
Previous Registrations
  • 2016-07-21 → 2026-06-26
    Plantation, FL
    Coral Spring, FL
    Coral Springs, FL
  • 2015-07-22 → 2016-07-08
    Strategic Wealth Advisors Group
    Plantation, FL
  • 2009-06-24 → 2009-09-30
    Associated Securities Corp.
    Boston, MA
    San Mateo, CA
    Plantation, FL
  • 2000-04-26 → 2009-06-25
    Fsc Securities Corporation
    Plantation, FL
Other Businesses

1) 04/08/2010 - ACT IN A FIDUCIARY CAPACITY - JUDY WESCLO TEMEL IRREVOCABLE INSURANCE TRUST 2) 04/08/2010 - ACT IN A FIDUCIARY CAPACITY - CHARLES TEMEL IRREVOCABLE INSURANCE TRUST 3) 07/28/2010 - CLARITY FINANCIAL PLANNING - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4) 08/27/2010 - CLARITY FINANCIAL PLANNING - INV REL - NON-VARIABLE INSURANCE - 50% TIME SPENT - I OFFER AND SELL TRADITIONAL INSURANCE LISTED ABOVE. 5) 01/22/2013 - CLARITY WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 6) 2026-04-30 - Lemet Real Estate LLC - Real Estate Rental - Y - 0 - 0 - Coral Springs fl - 2026-03-10 - Office that is owned by rep 7) 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-12
  • S63 Uniform Securities Agent State Law Examination
    1993-08-12
Designations

View on SEC IAPD

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