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Advisor at PRIVATE ADVISOR GROUP, LLC
MORRISTOWN, NJ | Roseville, CA | ROSEVILLE, 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 | Aug 25, 2026 | n/a | yes | Roseville, CA|MORRISTOWN, NJ | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 25, 2026 | n/a | yes | ROSEVILLE, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jun 15, 2021 | Jun 26, 2026 | no | Roseville, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 9, 2015 | Jun 15, 2021 | no | ST LOUIS, MO|LINCOLN, CA|ROSEVILLE, CA|ROCKLIN, CA|LINCOLN, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER ADVISOR NETWORK | PRIVATE ADVISOR GROUP, LLC | Jun 26, 2026 | Aug 25, 2026 | 60 | Bulk transfer | Ibd to ibd |
| EDWARD JONES | MARINER ADVISOR NETWORK | Jun 15, 2021 | Jun 15, 2021 | 0 | Firm change | Ibd to RIA |