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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-19 |
Branch Locations
900 Foulk Road, Suite 201, Wilmington, DE 19803 • 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 |
|---|---|---|---|---|
| Metlife Inv Dist Co | New York | NY | 11/2012 | 12/2016 |
| Aurelia Private Office | Wilmington | DE | 05/2026 | Present |
| First Republic Securities Company, Llc | New York | NY | 01/2017 | 05/2023 |
| Rockefeller Financial Llc | New York | NY | 05/2023 | 02/2024 |
| Sequent | St Petersburg | FL | 03/2024 | 04/2026 |
| The Leaders Group Inc | Summit | NJ | 08/2024 | Present |
1.) AURELIA PRIVATE OFFICE - 5/6/2026 - 900 Foulk Road, Suite 201, Wilmington, DE 19803 - Founder & CEO, Insurance and planning services, Not Invt Rel, Insurance business, 80 hrs/mo; 40 hrs/mo (during trading hours).. 2.) TLG ADVISORS INC - 10/21/2024 - 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 | 2023-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-11 |
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