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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-02-04 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
100 Beard Saw Mill Road, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Redding | CT | 09/2014 | 11/2018 |
| The Leaders Group, Inc. | Littleton | CO | 02/2020 | Present |
| Assured Partners | Shelton | CT | 10/2015 | Present |
1.) GALLAGHER (GBS Assured Partners)- 10/1/2015 - 100 Beard Saw Mill Road, Shelton, CT 06484 - Sales, Sales of employee benefits, Not Invt Rel, Insurance sales, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 02/04/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hoours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-20 |
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