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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-15 |
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 | 07/2024 | Present |
| Avaya Inc | Chicago | IL | 02/2016 | 05/2022 |
| Coretek Services | Farmington Hills | MI | 05/2022 | 03/2024 |
| Tlg Advisors Inc | Summit | NJ | 03/2025 | Present |
| Unemployed | Park Ridge | IL | 03/2024 | 07/2024 |
| The Leaders Group Inc | Summit | NJ | 03/2025 | Present |
1.) UNION BRIDGE CAPITAL - 9/30/24 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Operations Director, Director of Operations/Admin, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 3/20/2025 - 475 Springfield Avenue, Suite 1, Summit NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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