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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Highland Capital Brokerage | Cranford | NJ | 04/2015 | 07/2023 |
| Investacorp Inc | Miami | FL | 03/2016 | 07/2020 |
| Securities America, Inc. | Cranford | NJ | 04/2015 | 07/2023 |
| Simplicity Group | Phoenix | AZ | 08/2023 | Present |
| The Leaders Group Inc | Summit | NJ | 08/2025 | Present |
1.) SIMPLICITY GROUP - GLENDALE - 8/1/2023 - 2929 N Central Avenue, Suite 1400, Phoenix, AZ 85012 - Senior Planning Specialist, Life Insurance support, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) LIFE INSURANCE - 8/15/25 - 2929 N Central Avenue, Suite 1400, Phoenix, AZ 85012 - Life Support, Life insurance support, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
| S66 | Uniform Combined State Law Examination | 2003-10-20 |
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