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Lumberton, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
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 |
|---|---|---|---|---|
| Tiaa | Princeton | NJ | 07/2016 | 12/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 07/2016 | 12/2018 |
| Morgan Stanley Smith Barney Llc | Mt. Laurel | NJ | 01/2019 | 05/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2019 | 05/2022 |
| Nylife Securities Llc | Edison | NJ | 05/2022 | 12/2022 |
| New York Life Insurance Company | Edison | NJ | 05/2022 | 12/2022 |
| Eagle Strategies Llc | Edison | NJ | 07/2022 | 12/2022 |
| Securian Financial Services | Saint Paul | MN | 12/2022 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 12/2022 | 08/2023 |
| Allied Wealth Partners | Manasquan | NJ | 12/2022 | 03/2024 |
| Cetera Advisor Networks Llc | Manasquan | NJ | 08/2023 | 03/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 03/2024 |
| The Spaventa Group | Jersey City | NJ | 04/2024 | Present |
| Tsg Alpha Partners | Jersey City | NJ | 04/2024 | 11/2024 |
| Tgf Assets | Lumberton | NJ | 07/2024 | Present |
Name of other business: Tara E. Stewart, non-investment related, Location: home office address, Property & Casualty insurance, Independent P&C Insurance Agent/Broker, Start date 04/24/2023, 3 to 5 hours per month. Name of other business: CG Moneta Consulting, non-investment related, Location: home office address, Medical Billing Services, Independent Consultant/Referrals, Start date 12/2023, 3 to 5 hours per month. Name of other business: The Spaventa Group, LLC, Investment related, 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, Nature of business: Venture Capital, Position: Advisor/Consultant, Start date: 04/2024, 10 to 12hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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