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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-18 |
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 |
|---|---|---|---|---|
| Indiana Farm Bureau Insurance | Noblesville | IN | 04/2009 | 06/2018 |
| Fbl Marketing Services | West Des Moines | IA | 02/2015 | 11/2021 |
| Indiana Farm Bureau Insurance | Kokomo | IN | 06/2018 | 11/2019 |
| Indiana Farm Bureau Insurance | Noblesville | IN | 11/2019 | 11/2021 |
| Tyler Wealth Management Llc | Southlake | TX | 01/2024 | 11/2024 |
| Ryan White Insurance Dba Rwi Wealth Strategies | Noblesville | IN | 11/2021 | Present |
| Aspen Creek Wealth Management | Southlake | TX | 01/2025 | 05/2025 |
| Self-Employed | Noblesville | IN | 11/2024 | Present |
| Aspen Creek Wealth Management | Southlake | TX | 05/2025 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) ASPEN CREEK WEALTH MGMT - 11/1/2021 - 950 E State Hwy 114, Suite 160, Southlake, TX 76092 - IAR, Advise, Not Invt Rel, RA business, 0 hrs/mo; 80 hrs/mo (during trading hours). 2.) RYAN WHITE INSURANCE - 11/1/21 - 18975 Stonebluff Lane, Noblesville, IN 46062 - Owner, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) Independent Insurance Agent - 11/1/21 - 18975 Stonebluff Lane, Noblesville, IN 46062 - Insurance Agent, Advise, not Invt Rel, 0 hrs/mo; 80 hrs/mo (during trading hours). 4.) TLG Advisors Inc - 2/18/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-24 |
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