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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-10 |
Branch Locations
3533 Windy Bush Road, New Hope, PA 18938 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2004 | 10/2019 |
| The Leaders Group, Inc. | Littleton | CO | 01/2020 | Present |
1.) INDEPENDENT INSURANCE AGENT - 12/20/19 - 3533 Windy Bush Road, New Hope, PA 18938 - Managing Director, Sales Manager, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 1/9/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-27 |
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