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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Lebanon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironvest Financial | Lebanon | OH | 06/2026 | Present |
| Lowe's Hardware | Cincinnati | OH | 02/2013 | 11/2016 |
| Americorps | Cincinnati | OH | 11/2016 | 05/2017 |
| Unemployed | Cincinnati | OH | 05/2017 | 10/2017 |
| Pnc | Cincinnati | OH | 10/2017 | 07/2018 |
| Touchstone Securities, Inc. | Cincinnati | OH | 08/2018 | 06/2021 |
| Western & Southern Financial Group | Cincinnati | OH | 08/2018 | 05/2021 |
| Nationwide Investment Services Corporation | Columbus | OH | 06/2021 | 03/2025 |
| The Leaders Group, Inc Dba Simplicity Investments | Summit | NJ | 04/2025 | Present |
| Brokerage Solutions Llc | Blue Bell | PA | 04/2025 | 06/2026 |
1.) IRONVEST FINANCIAL- 6/1/26 - 990 Hampton Court, Lebanon, OH 45036 - CEO - BGA, Invt Rel, Insurance Business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) MILLS RESIDENTIAL - 990 Hampton Court, Lebanon, OH 45036 - Construction, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). July 11, 2022 3.) TLG Advisors Inc - 5/13/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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