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Advisor at PRIVATE ADVISOR GROUP, LLC
Roseville, 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|Roseville, CA | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Jan 28, 2020 | Jun 26, 2026 | no | Roseville, CA | Previous registration |
| EDWARD JONES | National bd RIA | Sep 19, 2011 | Jan 9, 2020 | no | ROCKLIN, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 15, 2009 | Sep 7, 2011 | no | LINCOLN HILLS, 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 |
| EDWARD JONES | MARINER ADVISOR NETWORK | Jan 9, 2020 | Jan 28, 2020 | 19 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | EDWARD JONES | Sep 7, 2011 | Sep 19, 2011 | 12 | Firm change | Wirehouse to ibd |