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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-14 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 03/2016 | 11/2020 |
| United States Air Force Reserve | Homestead Air Force Base | FL | 11/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 11/2020 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2016 | 07/2022 |
| Florida Institute Of Technology | Melbourne | FL | 03/2015 | 10/2017 |
| Bank Of America N.A. | Palm Beach | FL | 12/2020 | 07/2022 |
| Lpl Financial, Llc | North Palm Beach | FL | 07/2022 | 10/2023 |
| M&T Bank | North Palm Beach | FL | 07/2022 | 10/2023 |
| Evershore Financial Group | Boca Raton | FL | 10/2023 | 11/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | 11/2025 |
| Hive Llc | Patrick Sfb | FL | 10/2025 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 11/2025 | Present |
1.) HIVE LLC - 10/1/2025 - Patrick SFB, FL - Contract Manager, Lead TASSC III service contract & manager team supporting the United States Space Force, Not Invt Rel, Military contracting, 100 hrs/mo; 100 hrs/mo (during trading hours). 2.) UNITED STATES AIR FORCE RESERVE - 11/17/09 - Homestead ARB, FL - Master Sergeant, Military reserve duties on drill one weekend a month, Not Invt Rel, Military, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 11/07/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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