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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Berwyn | PA | 05/2017 | 06/2017 |
| Country Club Of Florida | Boynton Beach | FL | 11/2016 | 04/2017 |
| Waynesborough Country Club | Paoli | PA | 04/2016 | 11/2016 |
| Horace Mann Investors, Inc | Springfield | IL | 07/2017 | 11/2023 |
| Horace Mann Companies | Springfield | IL | 07/2017 | 11/2023 |
| Lincoln Financial Advisors | Chester Springs | PA | 11/2023 | 05/2024 |
| Lincoln Financial | Fort Wayne | IN | 05/2024 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) LINCOLN FINANCIAL - 5/1/2024 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Education, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS - 1/26/26 - 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 | 2018-03-30 |
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