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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-27 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
500 South Main Street, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spg Life & Annuity | Providence | RI | 05/2026 | Present |
| Nfp Advisor Services, Llc | West Palm Beach | FL | 09/2015 | 09/2016 |
| Massachusetts Mutual Life Insurance Company | Atlanta | GA | 12/2016 | 06/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2017 | 06/2024 |
| Unemployed | Woodstock | GA | 06/2024 | 10/2025 |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
| Bsmg | Providence | RI | 11/2025 | 05/2026 |
1.) SPG Life & Annuity - 5/1/2026 - 500 South Main Street, Providence, RI 02903 - Wholesaler, Wholesaling capacity, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS - 3/20/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-15 |
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