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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Bethesda, MD
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 | Jun 23, 2025 | n/a | yes | MORRISTOWN, NJ|Bethesda, MD | Current employment |
| MARYLAND FINANCIAL GROUP, INC. | Former SEC adviser | May 21, 2015 | Jul 16, 2025 | no | CHEVY CHASE, MD|ROCKVILLE, MD | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Dec 7, 2006 | Jun 2, 2015 | no | CHEVY CHASE, MD|Rockville, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARYLAND FINANCIAL GROUP, INC. | PRIVATE ADVISOR GROUP, LLC | Jul 16, 2025 | Jun 23, 2025 | -23 | Firm change | RIA to ibd |
| NFP ADVISOR SERVICES, LLC | MARYLAND FINANCIAL GROUP, INC. | Jun 2, 2015 | May 21, 2015 | -12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122320:155216:MD:2025-07-16 | Jul 16, 2025 | Jun 23, 2025 | ROCKVILLE, MD | Firm change |