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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-03 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Parker, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairlane Financial | Fort Lauderdale | FL | 08/2015 | 12/2018 |
| Christina Wan's | Fort Lauderdale | FL | 12/2018 | 03/2019 |
| Jd Mellberg Financial | Tucson | AZ | 03/2019 | 08/2021 |
| Universal Producers Group | Tucson | AZ | 08/2021 | 03/2022 |
| Peak Pro Financial | Denver | CO | 03/2022 | 04/2023 |
| Fencing Academy Of Denver | Littleton | CO | 02/2023 | Present |
| Annuity Annie Llc | Parker | CO | 09/2023 | Present |
| Motiv8 Investments Llc | Parker | CO | 05/2025 | 12/2025 |
| Vanbridge, An Epic Company | Boca Raton | FL | 12/2025 | Present |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) VANBRIDGE, AN EPIC COMPANY - 12/8/25 - 225 NE Mizner Blvd, Suite 675, Boca Raton, FL 33432 - Advisor Consultant (AVP, Product & Case Design), Working with advisors on their annuity cases, Not Invt Rel, Fixed insurance sales, 160 hrs/mo;150 hrs/mo (during trading hours). 2.) EPIC VANBRIDGE LLC - 12/8/25 - 225 NE Mizner Blvd, Suite 675, Boca Raton, FL 33432 - Advisor Consultant (AVP Product & Case Design), Working with advisors on their annuity cases (including variable products), Not Invt Rel, Securities business, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) FENCING COACH - 1/1/23 - 8000 S Lincoln St, Suite 9, Littleton, CO 80122 - Coach, Teaching classes & giving lessons to children & adults, Not Invt Rel, Coaching sport of Olympics fencing, 50 hrs/mo; 0 hrs/mo (during trading hours). 4.) INDEPENDENT INSURANCE AGENT - 8/1/2019 - 17974 Sky Pilot Lane, Parker, CO 80134 - Independent Insurance Agent, Soliciting sales of annuities & life insurance to consumers, Not Invt Rel, Annuity & life insurance sales, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 3/3/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-21 |
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