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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Silver Spring | MD | 11/2021 | 03/2024 |
| Four Seasons Hotel | Washington Dc | DC | 05/2015 | Present |
| Bank Of Amerca | Hanover | MD | 03/2019 | 11/2021 |
| The Language And Behavior Center | Silver Spring | MD | 07/2018 | 03/2019 |
| Wells Fargo Bank, Na | Bethesda | MD | 03/2024 | 04/2024 |
| Edward Jones | St Louis | MO | 05/2024 | 09/2025 |
| Lincoln Financial Distributors | Fort Wayne | IN | 11/2025 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN FINANCIAL - 11/17/25 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) FOUR SEASONS HOTEL - 5/18/15 - 1111 29th Street NW, Washington, DC 20007 - Hospitality role, Guest relations & operational support, Not Invt Rel, Hospitality services, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) TMO ENTERPRISES - 7/11/20 - 5159 Pooks Hill Road, Bethesda, MD 20814 - Owner, No active operations, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) TLG ADVISORS - 1/6/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
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