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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-05 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Hahnville, LA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Metairie | LA | 04/2016 | 05/2023 |
| Allstate Insurance Co | La Place | LA | 05/2023 | 07/2024 |
| Lincoln Financial Dsitributors | Greensboro | NC | 07/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN FINANCIAL - 7/22/2024 - 1301 S Harrison Street, Ft Wayne, IN 46802 - Retirement Consultant, Provide financial education, Not Invt Rel, Financial education services, 173 hrs/mo; 0 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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