James M Sosinski

Current Employers

Employment History

• 01/2017 → Present
  Tkg Tax & Accounting, Llc
  Cranford, NJ
• 06/2006 → 12/2016
  By The Book
  Cranford, NJ
• 08/2018 → Present
  Rmr Wealth Builders, Inc
  Montclair, NJ
• 08/2018 → 09/2023
  Calton & Associates, Inc.
  Clark, NJ
• 09/2023 → Present
  Tkg Wealth Advisers Llc
  Cranford, NJ
• 04/2021 → 08/2023
  Canopy Mortgage
  Lindon, UT
• 08/2023 → 12/2025
  Instamortage
  Edison, NJ
• 03/2026 → Present
  Villa Nova Financing Group, Llc
  Warren, NJ

Other Businesses

1. As of 2006, Founder/Member of By the Book. Non-Investment related located at 1150 Raritan Rd St 200 Cranford, NJ 07016. A wholly owned subsidiary of The Koenig Group that provides booking and payroll business functions. Duties: 20 hrs. per month & 0 hrs. during securities trading hrs. 2. As of 2013, Officer at Louis J & Fannie Roncoli Foundation Inc, a charitable organization. Non-Investment related located at 214 Walnut Ave, PO Box 276, Cranford, NJ 07066. 20 hrs. per month & 0 hrs. during securities trading hrs. as treasurer of the organization. 3. As of 2014, Partner at Inside Track Partner Marketing LLC, Insurance Agent Marketing Services. Non-Investment related located at 361 Route 31 South Suite 1301-1302 Flemington, NJ 08822. 20 hrs. per month & 2 hrs. during securities trading hrs. providing accounting services for the company. 4. As of 2016, Partner at 1093 Raritan Realty LLC. Not investment related located at 1150 Raritan Rd, Ste 200, Clark, NJ 07016. Realty holding company for commercial real estate investment. 2 hrs. per month & 2 hrs. during securities trading hrs. Property management duties, tenant relations & ownership of real estate. 5. As of 2017, Partner at TKG Tax & Accounting, LLC (formerly, The Koenig Group, LLC). Non-Investment related located 1150 Raritan Road, Suite 200, Cranford, NJ 07016. 180 hrs. per month & 150 hrs. during securities trading hrs. providing Accounting, Tax, Consulting, Payroll & Bookkeeping services 6. As of 2018, Officer for Maureen E Nolan Foundation. Non-Investment related located at 251 Fremont Ave Seaside Heights, NJ 08751 2 hrs. per month & 0 hrs. during securities trading hrs. as a board treasurer for Charity performing accounting services for the organization. 7. As of 2018, RIA at RMR Wealth Builders Inc. Investment Related located at 111 Grove St, Montclair, NJ 07042. 4 hrs. per month & 4 hrs. during securities trading hrs. 8. As of 2020, Owner of CPAtripleplay.com offering a subscription based educational platform to other CPAs that share my business model in running a CPA firm. Non-Investment related located at 1150 Raritan Rd St 200 Cranford, NJ 07016. 20 hrs. per month & 0 hrs. during securities trading hrs. as sole proprietor running the business & presenting the webinars. 9. As of 2021, Lasting Legacy LLC, licensed mortgage provider and property & casualty insurance company. Not investment related located at 361 Route 31 South Suite 1301-1302 Flemington, NJ 08822. Duties: 2 hrs. per month & 0 hrs. during securities trading hrs. referring individuals and businesses for insurance coverage. 10. As of 2021, Agent of Lasting Legacy, LLC, licensed mortgage provider and property & casualty insurance company. Not investment Related located at 56 Payne Rd, Suite 9 Lebanon, New Jersey 08833. 2 hrs. per month & 2 hrs. during securities trading hrs. referring individuals and businesses to the company. 11. As of 2023, Managing Member of TKG Wealth Advisers, LLC, Investment Advisor. Investment Related located at 1150 Raritan Road, Suite 201, Cranford, NJ 07016. 20 hrs. per month & 20 hrs. during securities trading hrs. on administration & client services. 12. As of 2026, Officer at Rosepetals Incorporated, a public charity. Non-Investment related located at 825 Bloomfield Ave, #107, Verona, NJ 07044. 4 hrs. per month & 2 hrs. during securities trading hrs. performing accounting and record keeping services for charity. 13. As of 2026, Loan Originator at Villa Nova Financing Group, LLC, commercial lending. Non-Investment related located at 30 Technology Dr. #2C Warren, NJ 07059. 5 hrs. per month & 4 hrs. during securities trading hrs. processing loan applications.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-16
• S65 Uniform Investment Adviser Law Examination
  2018-08-29

Other Names

• Jim Sosinski
• James M Sosinski