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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 12/2011 | 08/2022 |
| Lincoln Financial Advisors | Fort Wayne | IN | 09/2022 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN - 9/13/22 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Education on retirement plans, Invt Rel, Ins bus, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS - 1/9/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-11 |
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