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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gold Coast Securities, Inc. | Thousand Oaks | CA | 05/2008 | 12/2025 |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) Linder & Associates - 1/2/24 - 4221 Los Feliz Blvd, Los Angeles, CA 90027 - Resident Manager, Point of contact for residents, not Invt Rel, Residential real estate management, 96 hrs/mo; 0 hrs/mo (during trading hours). 2.) Estate Planning Advisor - 5/15/2008 - 4221 Los Feliz Blvd, Los Angeles, CA 90027 - Intake Advisor, collect estate planning data, not Invt Rel, Estate Planning, 5 hrs/mo; 0 hrs/mo (during trading hours). 3.) Independent Insurance Agent - 2/15/2003 - 4221 Los Feliz Blvd, Los Angeles, CA 90027 - Insurance Agent, not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) TLG Advisors Inc - 1/21/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo, 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-24 |
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