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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cssc Investment Advisory Services, Inc. | North Haven | CT | 04/2003 | 08/2018 |
| Cssc Brokerage Services, Inc. | North Haven | CT | 03/2007 | 08/2018 |
| Heritage Tax & Consulting Services, Inc. | Fort Myers | FL | 02/2011 | Present |
| Ameriprise Financial Services Inc | Fort Myers | FL | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | 10/2025 |
| Tlg Advisors Inc | Summit | NJ | 11/2025 | Present |
1.) Heritage Tax & Consulting Services LLC - 2/1/2011 - 20198 Markward Xing, Estero, FL 33928 - Owner, Tax return preparation & Consulting, Not Invt Rel, Tax & Payroll Preparation, 60-75 hrs/mo; 50-60 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 11/14/2025 - 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 | 2003-08-04 |
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