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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.D. Mellberg Financial | Tucson | AZ | 04/2015 | 09/2019 |
| Specialized Advisors, Llc | Dallas | TX | 01/2019 | 09/2019 |
| Changepath, Llc | Leawood | KS | 09/2019 | 11/2020 |
| Jg Musgrove Financial, Llc | Waller | TX | 06/2019 | Present |
| Secure Investment Management, Llc | Tucson | AZ | 02/2016 | 01/2019 |
| Bayou City Insurance Brokerage, Llc | Waller | TX | 09/2020 | Present |
| Bayou City Financial Advisors, Llc | Waller | TX | 11/2020 | Present |
| Tactical Marketing And Management Associates, Llc | Waller | TX | 05/2016 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2022 | 02/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2021 | 11/2022 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
JG Musgrove Financial LLC - Investement Related: Yes-31300 Stonebridge Pkwy Waller TX 77484-Medicare Insurance Agent-06/04/2019-approximate number of hours/month you devote to the other business 20-number of hours you devote to the other business during securities trading hours 20-Medicare Insurance Broker. Bayou City Insurance Brokerage, LLC-Investment Related: Yes- 31300 Stonebridge Pkwy Waller TX 77484-Insurance Agency/ Insurance Agent- 09/14/2020- approximate number of hours/month you devote to the other business 60-number of hours you devote to the other business during securities trading hours 60-Insurance Broker for Annuities, Life and Long term Care Tactical Marketing and Management Associates LLC-Investement related:No-31300 Stonebridge Pkwy, Waller, TX 77484-Managing Member-10/01/2016-approximate number of hours/month you devote to the other business 0-number of hours you devote to the other business during securities trading hours0-LLC formed to do marketing busienss.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-06 |
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