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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-22 |
Branch Locations
2300 Lakeview Parkway, Suite 700, Alpharetta, GA 30009 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 06/2015 | 12/2018 |
| Cuna Brokerage Services, Inc | Waverly | IA | 06/2015 | 12/2018 |
| Valic Finanical Advisors, Inc | Atlanta | GA | 12/2018 | 08/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 12/2022 |
| Trajan Wealth Llc | Scottsdale | AZ | 01/2023 | 05/2025 |
| Tlg Advisors Inc | Summit | NJ | 07/2025 | 07/2025 |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
| Retirement Income Specialists, Llc | Alpharetta | GA | 07/2025 | Present |
Retirement Income Solutions, LLC , not investment related; 2300 Lakeview Pkwy, Suite 700, Alpharetta, GA 30009; Owner/Insurance Sales; 07/2025; 80 hrs/mo; 80 hrs/mo (during trading hours). Life Insurance, Fixed Annuities, Fixed Indexed Annuities, Long Term Care Insurance Daniel Joseph Harmeyer; not investment related; 2300 Lakeview Pkwy, Suite 700, Alpharetta, GA 30009; Registered Insurance Agent; 07/2025; 80 hrs/mo; 80 hrs/mo (during trading hours). Life Insurance, Fixed Annuities, Fixed Indexed Annuities, Long Term Care Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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