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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-18 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
550 5Th Avenue, 11Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Llc | Louisville | KY | 12/2015 | 09/2016 |
| Cfd Investments | Columbus | OH | 09/2016 | 02/2017 |
| Clark-Guy & Associates | Columbus | OH | 09/2016 | 02/2017 |
| Jpmorgan Chase Bank | Columbus | OH | 02/2017 | 06/2017 |
| Jpmorgan Securities Llc | Columbus | OH | 06/2017 | 02/2019 |
| Kate Spade New York | Columbus | OH | 11/2016 | 08/2017 |
| Agenda Columbus Inc. | Columbus | OH | 09/2019 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | Columbus | OH | 02/2017 | 02/2019 |
| Jp Morgan Securities, Llc | Columbus | OH | 06/2017 | 03/2021 |
| First Republic Investment Management, Inc | New York | NY | 03/2021 | 09/2023 |
| First Republic Securities Company, Llc | New York | NY | 03/2021 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 10/2024 |
| Golconda Partners | New York | NY | 08/2024 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
1.) GOLCONDA PARTNERS LLC - 1/15/2025 - 550 5th Avenue, 11th Floor, New York, NY 10036 - Client Relationship Manager, Project management pertaining to client transactions, Invt Rel, Insurance business, 40 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 2/18/25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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