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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
1140 Avenue Of The Americas 8Th Fl, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2018 | 08/2018 |
| University Of Florida | Gainesville | FL | 06/2015 | 05/2019 |
| Citigroup | New York | NY | 07/2019 | 04/2022 |
| Fogel Capital Management | Stuart | FL | 05/2017 | 07/2017 |
| J.P. Morgan Securities Llc | New York | NY | 05/2022 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2022 | 06/2024 |
| Ruffalo Noel Levitz | Gainesville | FL | 01/2018 | 12/2020 |
| The Leaders Group Inc, Dba: Simplicity Investments | Summit | NJ | 01/2026 | Present |
| Vanbridge, An Epic Company | New York | NY | 12/2025 | Present |
| Unemployed | Manhattan | NY | 09/2025 | 11/2025 |
| Tripost Capital Partners | New York | NY | 07/2024 | 09/2025 |
1.) Vanbridge, an EPIC Company - 12/1/2025 - 1140 Avenue of the America, New York NY 10036 - Strategic Partnerships, Sourcing new leads and helping clients navigate the Vanbridge offering/platform, Invt Rel, Sale of fixed insurance products, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) EPICVanbridge, LLC - 1/1/2026 - 1140 Avenue of the America, New York NY 10036 - Strategic Partnerships, Sourcing new leads and helping clients navigate the Vanbridge offering/platform, Invt Rel, Sale of variable annuity products, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) TLG Advisors Inc - 1/6/26 - 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 | 2019-10-22 |
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