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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-12 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guide My Finances | Carlsbad | CA | 01/2018 | 06/2019 |
| Natural Health Solutions | Oceanside | CA | 06/2009 | 10/2017 |
| Frazier Farms | Oceanside | CA | 02/2016 | 10/2016 |
| Woodbury Financial Services | Carlsbad | CA | 01/2018 | 04/2019 |
| Td Ameritrade | San Diego | CA | 06/2020 | 03/2021 |
| Edward Jones | Escondido | CA | 06/2019 | 04/2020 |
| Unemployed | San Diego | CA | 10/2017 | 01/2018 |
| Ascensus College Savings | Newton | MA | 03/2021 | 05/2023 |
| Unemployed | Fallbrook | CA | 05/2023 | 07/2023 |
| Ascensus | Dresher | PA | 07/2023 | 10/2025 |
| Unemployed | Fallbrook | CA | 10/2025 | 02/2026 |
| Lincoln | Fort Wayne | IN | 02/2026 | Present |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) LINCOLN - 2/17/26 - 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 - 3/11/26 - 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 | 2019-10-16 |
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