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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-23 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
2255 Glades Road Suite 236W, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fau | Boca Raton | FL | 12/2013 | 12/2018 |
| Service Finance Co Llc | Boca Raton | FL | 01/2018 | 06/2021 |
| Cpb Bookkeeping & Accounting | Boca Raton | FL | 05/2021 | 12/2021 |
| Esg Ins Solutions | Boca Raton | FL | 09/2021 | 12/2022 |
| Mandel Family Office | Boca Raton | FL | 01/2023 | 12/2024 |
| Sky Gem Solutions | Boca Raton | FL | 04/2024 | Present |
| Simplicity Financial Inc. | Summit | NJ | 08/2026 | Present |
1.) Sky Gen Solutions - 4/1/24 - 2255 Glades Road, Suite 236-W, Boca Raton, FL 33431 - Insurance Advisor, Insurance advisory services, Invt Rel, Insurance, 160 hrs/mo; 15 hrs/mo (during trading hours). 2.) Independent Insurance Agent - 8/6/26 - 7185 Davit Circle Lake Worth, FL 33467 - self-employment, insurance sales, not Invt Rel, 40 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG Advisors Inc - 12/23/23 - 475 Springfield Avenue, Summit, NJ, 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
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