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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-28 |
Branch Locations
Scottsdale, AZ • United States
475 Springfield Ave, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Scottsdale | AZ | 05/2016 | 09/2019 |
| Kestra Investment Services, Llc | Pheonix | AZ | 07/2020 | 02/2025 |
| Kestra Advisory Services, Llc | Pheonix | AZ | 09/2019 | 02/2025 |
| Wealthpoint Llc | Phoenix | AZ | 09/2019 | 12/2025 |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
| Polaris Insurance Advisors Llc | Scottsdale | AZ | 12/2025 | Present |
1.) Polaris Insurance Advisors LLC - 12/30/2025 - 10442 E Acoma Dr Scottsdale, AZ 85255 - Business Development, Operations Management, Interact with Centers of Influence to generate new business opportunities, run and manage Polaris Insurance Advisors, not Invt Rel, fixed insurance sales, 30 hrs/mo; 6 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 2.18.25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-16 |
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