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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-09 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Summit, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Schaumburg | IL | 08/2016 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN - 8/15/25 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Education of retirement products, Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS - 1/9/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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