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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-06 |
Branch Locations
1301 S Harrison Street, Fort Wayne, IN 46802 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Stamford | CT | 12/2005 | 03/2018 |
| Clearbridge Investments Llc | New York | NY | 12/2005 | 03/2018 |
| Legg Mason & Co Llc. | Audubon | PA | 12/2005 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 05/2018 | 11/2019 |
| Bank Of America, N.A. | Jenkintown | PA | 06/2018 | 11/2019 |
| The Vanguard Group, Inc | Malvern | PA | 11/2019 | 07/2021 |
| Truist Investment Services Inc | West Chester | PA | 07/2021 | 03/2023 |
| Truist Advisory Services, Inc. | West Chester | PA | 07/2021 | 03/2023 |
| Truist Bank | West Chester | PA | 07/2021 | 03/2023 |
| Equitable Advisors, Llc | New York | NY | 03/2023 | 09/2023 |
| Lincoln Financial Advisors Corp | Audubon | PA | 09/2023 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN FINANCIAL - 10/5/2023 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Consulting/Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/2/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-28 |
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