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Advisor at PRIVATE ADVISOR GROUP, LLC
Plano, TX | MORRISTOWN, NJ | Arlington, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Jul 16, 2026 | n/a | yes | Plano, TX|Arlington, TX|MORRISTOWN, NJ | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 5, 2025 | Jul 22, 2026 | no | Plano, TX|ARLINGTON, TX | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jun 27, 2023 | Sep 5, 2025 | no | DALLAS, TX|Plano, TX|Arlington, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | PRIVATE ADVISOR GROUP, LLC | Jul 22, 2026 | Jul 16, 2026 | -6 | Firm change | Ibd to ibd |
| AVANTAX ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | Sep 5, 2025 | Sep 5, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105644:155216:TX:2026-07-21 | Jul 22, 2026 | Jul 16, 2026 | ARLINGTON, TX | Firm change |