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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-19 |
Branch Locations
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Cranbury | NJ | 12/2015 | 05/2019 |
| Pfs Investments Inc. | Cranbury | NJ | 04/2016 | 05/2019 |
| Target | Minneapolis | MN | 10/2017 | 04/2018 |
| T3 Trading Group, Llc | New York | NY | 05/2019 | 01/2020 |
| Primerica Financial Services | Cranbury | NJ | 12/2015 | 02/2023 |
| Pfs Investments Inc. | Cranbury | NJ | 04/2020 | 02/2023 |
| Mortgage Now Inc | Shrewsbury | NJ | 10/2019 | 05/2021 |
| Nexa Mortgage Llc | Sewell | NJ | 04/2021 | Present |
| Tyler Wealth Management | Southlake | TX | 02/2023 | 12/2024 |
| Aspen Creek Wealth Management Llc | Southlake | TX | 01/2025 | Present |
1)Macciola Financial Group, a dba of Tyler Wealth Management, since 2023; investment related, Manalapan NJ. He spends approximately 20 hours on this outside business activity that is solely for providing insurance services. He spends approximately 20 hours per week. 2) NEXA Mortgage; loan originator; non-investment related; located in Sewell, NJ, since April 2021. This takes approximately 10 business hours per week. 3)Talwar Realty Group d/b/a Realty One Group Central; realtor; non-investment related; located in Freehold, NJ, since February 2023. This takes approximately 10 business hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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