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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-15 |
| CO | RA | APPROVED | 2020-02-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
14502 N Dale Mabry Hwy, Suite 200-134, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 04/2016 | Present |
| Alliance Insurance Group | Tampa | FL | 02/2014 | Present |
1.) ALLIANCE FINANCIAL GROUP - 5/30/2019 - 10114 Glenstone Circle Highlands Ranch, CO 80130 - Advisor, financial services, securities, Invt Rel, 20 hrs/mo; 110 hrs/mo (during trading hours). 2.) ALLIANCE INSURANCE GROUP - DBA - 1/1/2012 - 7910 Ralston Road Arvada, CO 80002 - Agent, broker, group health benefits, fixed insurance, Not Invt Rel, 25 hrs/mo; 25 hrs/mo (during trading hours). 3.) CRUMP - 7/1/2009 - 280 South 400 West, Ste 100 Salt Lake City, UT 84101 - Broker, sell fixed life insurance products, write fixed life insurance with crump, Not Invt Rel, 20 hrs/mo; 20 hrs/mo (during trading hours). 4.) JBS COMPANIES, LLC - 1/18/2019 - 10114 Glenstone Circle Highlands Ranch CO 80130 - Owner, money solely flows thought for tax purposes, shell s-corp for tax purposes, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 5.) TLG ADVISORS, INC - 2/6/2020 - 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). 6.) EXIT PLANNING CONSULTING - 5/26/2026 - 2935 Marble Crest Drive, Land O Lakes FL 34638 - Consultant, 3 hrs/mo; 3 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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