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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-09 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
1090 7Th Avenue Suite 101, Marion, IA 52302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tlg Advisors | Summit | NJ | 04/2026 | Present |
| Jh Pierce Wealth Management | Marion | IA | 06/2024 | Present |
| Lundahl, Hatt, And Austad Tax Services Inc. | Marion | IA | 07/2023 | 04/2025 |
| Unemployed | Kirkland | WA | 04/2023 | 07/2023 |
| Master Butler Inc. | Monroe | WA | 03/2021 | 03/2023 |
| Aaa Kartak Glass & Closet | Everett | WA | 10/2020 | 02/2021 |
| South End Market | Provo | UT | 03/2020 | 10/2020 |
| Northwestern Mutual | Provo | UT | 05/2018 | 12/2019 |
| Unemployed | Snohomish | WA | 01/2020 | 02/2020 |
| Byu Traffic Office | Provo | UT | 05/2015 | 05/2018 |
| Bank Of American Fork | American Fork | UT | 05/2017 | 08/2017 |
1.) TLG Advisors Inc - 04/9/2026 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA Business, 40 hrs/mo; 40 hrs/ mo (during trading hours). 2.) JH Pierce Wealth Management - 6/24/2024 - 1090 7th Avenue, Suite 101, Marion, IA 52302 - Paraplanner, Invt Rel, Wealth Management, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
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