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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
2049 Century Park E Suite 1940, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Kweebec | Schwenksville | PA | 06/2019 | 08/2019 |
| Harriton High School | Bryn Mawr | PA | 09/2016 | 06/2020 |
| Ethree World | Philadelphia | PA | 06/2020 | 08/2020 |
| Mill Creek Capital Advisors | Conshohocken | PA | 06/2022 | 08/2022 |
| University Of Pennsylvania | Philadelphia | PA | 09/2020 | 05/2024 |
| Gideon Strategic Partners | New York | NY | 06/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
1.) GIDEON STRATEGIC PARTNERS - 2049 Century Park E, Suite 1940, Los Angeles, CA 90067 - Client Service Associate - Client Services, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 10/30/2025 - 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 | 2025-07-22 |
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