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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-28 |
Branch Locations
4500 Bowling Blvd, Suite 100, Louisville, KY 40207 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 06/2016 | 10/2025 |
| Tlg Advisors Inc Dba Simplicity Investments | Summit | NJ | 10/2025 | Present |
13.) INDEPENDENT INSURANCE AGENT - 7/11/16 - 4500 Bowling Blvd, Suite 100, Louisville, KY 40207 - Ind Ins Agent, Life insurance, LTC, & annuities, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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