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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-07 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
800 Waterfront Drive, 3Rd Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bridge Capital | Pittsburgh | PA | 10/2025 | Present |
| Unemployed | Pittsburgh | PA | 07/2025 | 09/2025 |
| Schneider Downs Wealth Mgmt | Pittsburgh | PA | 01/2022 | 06/2025 |
| Duquesne Incline | Pittsburgh | PA | 07/2021 | 01/2022 |
| Mid Atlantic Trust Co | Pittsburgh | PA | 08/2021 | 10/2021 |
| Petsmart | Pittsburgh | PA | 06/2021 | 07/2021 |
| Petsmart | Bolingbrook | IL | 02/2021 | 05/2021 |
| Home Depot | Bolingbrook | IL | 04/2020 | 01/2021 |
| Trustwave | Chicago | IL | 10/2020 | 03/2021 |
| Home Depot | Minneapolis | MN | 01/2020 | 03/2020 |
| Target | Minneapolis | MN | 10/2018 | 12/2018 |
| Target | Minneapolis | MN | 09/2017 | 02/2018 |
| Taxpam | Minneapolis | MN | 08/2017 | 03/2020 |
| Unemployed | Minneapolis | MN | 09/2016 | 07/2017 |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 10/2025 | Present |
| Unemployed | Minneapolis | MN | 02/2018 | 10/2018 |
1.) UNION BRIDGE CAPITAL - 10/1/2025 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Financial Paraplanner, Financial paraplanner, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 10/7/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-17 |
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