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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
1504 Eureka Rd Ste 210, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Roseville | CA | 05/2010 | Present |
| Mariner Independent Advisor Network, Llc | Roseville | CA | 05/2010 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
(1) 05/05/2010: NON-VARIABLE INSURANCE - CAMPAIGNE INSURANCE ASSOCIATES - SELL FIXED LIFE, HEALTH, DISABILITY INSURANCE AND FIXED ANNUITIES - 10% OF TIME - ROSEVILLE, CA. (2) 05/20/2013 - DBA ONLY - RETIREMENT WEALTH ADVISORS, INC - 50% OF TIME SPENT - ROSEVILLE, CA. (3) 1/19/2017 - No Business Name - Not Investment Related - Home Based - Other-Assistant to Family Members - Started 01/01/2017 - 4 Hours Per Month/0 Hours During Securities Trading - Assistant for immediate family members (4) 11/6/2018 - No Business Name - Investment Related - FAIR OAKS, CA 95628 - Real Estate Rental - Started 11/01/2018 - 1 Hour Per Month During Securities Trading - Rental Property (5) 07/01/2026 - 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 5/2026. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-02 |
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