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Advisor at PRIVATE ADVISOR GROUP, LLC
Danville, CA | MORRISTOWN, NJ
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|Danville, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jun 28, 2018 | Jun 26, 2026 | no | Walnut Creek, CA | Previous registration |
| INTEGRITY WEALTH PARTNERS, LLC | Independent wealth | Apr 19, 2013 | Jul 26, 2018 | no | WALNUT CREEK, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 5, 1998 | Jun 6, 2013 | no | WALNUT CREEK, 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 |
| INTEGRITY WEALTH PARTNERS, LLC | MARINER ADVISOR NETWORK | Jul 26, 2018 | Jun 28, 2018 | -28 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | INTEGRITY WEALTH PARTNERS, LLC | Jun 6, 2013 | Apr 19, 2013 | -48 | Firm change after gap | Other |