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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-03-30 |
Branch Locations
2551 Roswell Road Ne Suite 209, Marietta, GA 30062 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 06/2004 | Present |
| Estate Settlement Services Inc | Atlanta | GA | 09/2005 | Present |
1.) ESTATE SETTLEMENT SERVICES INC - 9/1/2005 - 2551 Roswell Road, Suite 209 Marietta, Ga 30062 - President/Ceo, overseeing data input, product quality and marketing, data collection & storage, assistance in settlement of estate upon death, Not Invt Rel, 1 hrs/mo; 1 hrs/mo (during trading hours). 2.) SENIOR FINANCIAL PLANNING LLC - 4/1/1998 - 2551 Roswell Road, Suite 209 Marietta, Ga 30062 - President, sales, helping clients preserve and protect what they have worked for, sales of insurance products, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) TEACHING ISRAEL CLASSES - 10/8/2019 - Various churches, schools, and senior groups - teacher, Teaching classes about unique Israel sites, not invt related, 8 hrs/mo; 8hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 3/25/2011 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
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