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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Alamo, CA
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 26, 2026 | n/a | yes | MORRISTOWN, NJ|Alamo, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | May 4, 2021 | Jun 26, 2026 | no | San Ramon, CA|Danville, CA | Previous registration |
| INSIGHT WEALTH STRATEGIES, LLC | Independent wealth | Apr 27, 2018 | Jul 19, 2021 | no | San Ramon, CA | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Nov 11, 2013 | May 1, 2018 | no | SAN RAMON, CA|IRVINE, CA|Bakersfield, CA|HOUSTON, TX|LIVERMORE, CA|POINT RICHMOND, CA|SAN RAMON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER ADVISOR NETWORK | PRIVATE ADVISOR GROUP, LLC | Jun 26, 2026 | Jun 26, 2026 | 0 | Bulk transfer | Ibd to ibd |
| INSIGHT WEALTH STRATEGIES, LLC | MARINER ADVISOR NETWORK | Jul 19, 2021 | May 4, 2021 | -76 | Firm change after gap | RIA to RIA |
| OSAIC FA, INC. | INSIGHT WEALTH STRATEGIES, LLC | May 1, 2018 | Apr 27, 2018 | -4 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 3978:293644:CA:2018-05-01 | May 1, 2018 | Apr 27, 2018 | SAN RAMON, CA | Firm change |