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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-02-07 |
Branch Locations
3388 Founders Road Suite 100, Indianapolis, IN 46268 • 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 |
|---|---|---|---|---|
| Pacific Mutual | Indianapolis | IN | 10/1991 | 01/2019 |
| Mack Financial | Indianapolis | IN | 01/1993 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2000 | 01/2019 |
| The Leaders Group Inc | Littleton | CO | 01/2019 | Present |
1.) MACK FINANCIAL GROUP - 10/1/93 - 3388 Founders Road, Suite 100, Indianapolis, IN 46268 - Insurance & Investment Adviser, Sell Life Insurance & advise investment clients, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 2/6/19 - 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-08 |
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