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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
6101 Carnegie Blvd, Suite 355,, Charlotte, NC 28226 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appalachian State University | Boone | NC | 08/2016 | 06/2020 |
| Dixon Wells | Charlotte | NC | 07/2020 | 06/2022 |
| Vanbridge | Charlotte | NC | 07/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 10/2023 | Present |
1.) EPICVANBRIDGE LLC - 10/1/2023 - 6101 Carnegie Blvd, Suite 355, Charlotte, NC 28226 - Associate VP, Sale of fixed insurance products, Not Invt Rel, Insurance business, 180 hrs/mo; 0 hrs/mo (during trading hours). 2.) VANBRIDGE, AN EPIC COMPANY - 7/1/2022 - 6101 Carnegie Blvd, Suite 355, Charlotte, NC 28226 - Associate VP, Sale of fixed insurance products, Not Invt Rel, Insurance business, 180 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/11/2024 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-01 |
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