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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Richmond, VA • United States
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 |
|---|---|---|---|---|
| Metlife Securities Inc | Richmond | VA | 02/2015 | 07/2017 |
| Mml Investors Services, Llc | Richmond | VA | 03/2017 | 07/2017 |
| Lincoln Financial Advisors | Richmond | VA | 08/2017 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN FINANCIAL - 7/17/2017 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Retirement consulting, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours) 2.) TLG ADVISORS INC - 1/2/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-02 |
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