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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-08 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
185 N Main Street, Collierville, TN 38017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Memphis | TN | 08/2024 | 10/2025 |
| Mml Investor Services, Llc | Memphis | TN | 10/2024 | 10/2025 |
| Mississippi State University | Starkville | MS | 08/2020 | 06/2024 |
| Evangelical Christian School | Cordova | TN | 09/2014 | 07/2020 |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 10/2025 | Present |
| Wealth Strategies Group | Collierville | TN | 10/2025 | Present |
1.) IND INS AGENT - 10/10/25 - 185 N Main Street, Collierville, TN 38017 - Agent, General Ins Sales, Not Invt Rel, Ins bus, 20/20. 2.) WEALTH STRATEGIES GRP - 10/13/25 - 185 N Main Street, Collierville, TN 38017 - Reg Rep, Solicitation of financial services/planning wealth mgmt, Invt Rel, Financial services, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG Advisors Inc - 1/7/26 - 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 | 2025-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
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