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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-28 |
Branch Locations
Brentwood, TN • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
381 Riverside Drive, Suite 320, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tpg Financial, Inc | Franklin | TN | 05/2005 | Present |
| The Leaders Group, Inc. | Littleton | CO | 05/2018 | Present |
| Kingswood Capital Partners | Brentwood | TN | 08/2026 | Present |
1. Name OF OBA/DBA: Sage Money Advice Address: 1404 Arrowhead Dr. Brentwood, TN 37027 Investment Related: No Nature of Business: DBA Position/Title: Owner Start Date:08/26/2026 Hours dedicated per Month: 120 During Trade Hours: 120 Description: DBA for Kingswood 2. Name OF OBA: TPG Financial Address: 381 Riverside Drive, Suite 320, Franklin, TN 37064 Investment Related: No Nature of Business: Fixed Ins Wholesaling Position/Title: Principal/11% Owner Start Date: 05/16/2005 Hours dedicated per Month:80 During Trade Hours: 80 Description: Wholesale Fixed insurance products in financial institutions. 3. Name OF OBA: The Leader’s Group Address: 381 Riverside Drive, Suite 320, Franklin, TN 37064 Investment Related: No Nature of Business: Wholesaling Variable products in financial institutions Position/Title: Variable Life Wholesaler Start Date: 9/27/2018 Hours dedicated per Month: 40 During Trade Hours: 40 Description: Wholesale variable life products through financial advisors 4.Name OF OBA: Sage Investment Real Estate Address: 1404 Arrowhead Dr. Brentwood, TN 37027 Investment Related: No Nature of Business: Residential Real Estate ownership & rentals Position/Title: Owner Start Date: 1/4/2025 Hours dedicated per Month: During Trade Hours: 5 During Trade Hours:1 Description: Collect rent, approve tenants, arrange repairs when necessary, other admin as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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