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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Brentwood, 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 | Jul 6, 2026 | n/a | yes | MORRISTOWN, NJ|Brentwood, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Feb 10, 2026 | Jul 7, 2026 | no | Brentwood, CA | Previous registration |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jul 8, 2016 | Dec 31, 2025 | no | Brentwood, CA | Previous registration |
| STRATEGIC WEALTH ADVISORS GROUP | Former SEC adviser | Dec 23, 2015 | Jul 8, 2016 | no | brentwood, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 7, 2014 | Oct 20, 2016 | no | BRENTWOOD, CA|COLUMBIA FALLS, MT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 7, 2010 | Sep 14, 2011 | no | CORONADO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER ADVISOR NETWORK | PRIVATE ADVISOR GROUP, LLC | Jul 7, 2026 | Jul 6, 2026 | -1 | Channel change | Ibd to ibd |
| LPL FINANCIAL LLC | STRATEGIC WEALTH ADVISORS GROUP | Oct 20, 2016 | Dec 23, 2015 | -302 | Firm change after gap | Other |
| STRATEGIC WEALTH ADVISORS GROUP | MARINER ADVISOR NETWORK | Jul 8, 2016 | Jul 8, 2016 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283824:155216:CA:2026-07-07 | Jul 7, 2026 | Jul 6, 2026 | BRENTWOOD, CA | Firm change |