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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-23 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Medina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz | Minneapolis | MN | 04/2000 | 04/2023 |
| Integroz Us Llc | Medina | MN | 07/2025 | Present |
| Winning Abillities | Medina | MN | 05/2023 | Present |
| Simplicity Investments | Summit | NJ | 04/2026 | Present |
1.) INTEGROZ CONSULTING - 7/23/25 - 784 Aster Road, Medina, MN 55340 - President, Consulting on investment architecture, Not Invt Rel, Institutional OCIC, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) WINNING ABILITIES - 5/1/2023 - 784 Aster Road, Medina, MN 55340 - CEO, Oversee business/business development/recruiting, Not Invt Rel, Recruiting personal representation for individuals with disabilities, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) TLG Advisors Inc - 7/23/26 - 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 | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-12 |
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