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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-02 |
Branch Locations
1301 S Harrison Street, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Vienna | VA | 09/2013 | 07/2017 |
| Coastal Carolina University | Conway | SC | 08/2017 | 07/2018 |
| College Student At Virginia Tech | Blacksburg | VA | 08/2018 | 05/2021 |
| Global Advisor Group | Reston | VA | 07/2021 | 04/2022 |
| Lpl Financial Llc | Reston | VA | 11/2020 | 01/2021 |
| Hopwood Financial Services, Inc. | Reston | VA | 04/2022 | 05/2025 |
| Lincoln Financial Distributors | Fort Wayne | IN | 06/2025 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) PUBLIC PARTNERSHIPS - 8/1/2016 - 2420 Barbour Road, Falls Church, VA 22043 - Mentor, Assist in the caretaking of an adult with special needs, including eating/socializing and broad development, Not Invt Rel, Mentoring, 24 hrs/mo; 0 hrs/mo (during trading hours). 2.) LINCOLN FINANCIAL - 4/1/2025 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Consulting/Sales, Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours) 3.) TLG ADVISORS - 1/2/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
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