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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-04-25 |
Branch Locations
1875 Campus Commons Drive Suite 205, Reston, VA 20191 • 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 |
|---|---|---|---|---|
| Ivener Management Group | Mclean | VA | 07/2010 | Present |
| Ivener Group, Inc. | Reston | VA | 07/2011 | Present |
| The Leaders Group Inc | Littleton | CO | 07/2015 | Present |
1.) IVENER MANAGEMENT GROUP - 7/1/2010 - 1875 Campus Commons Drive, #205, Reston, VA 20191 - President/Consulting Company, president and consultant, best practices and succession planning for closely held businesses, Not Invt Rel, 140 hrs/mo; 100 hrs/mo (during trading hours). 2.) SALEM INVESTMENT PARTNERS III - 6/1/2012 - 10606 Samaga Drive, Oakton, VA 22124 - Ownership in LP, Investor in LLC, LP, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) ADVISORY LLC - 7/1/2010 - 1875 Campus Common Drive, #205, Reston, VA 20191 - Life Insurance Agent and Member, procure life insurance and referral based revenue share of other products and services, entity to facilitate life insurance commissions and revenue share of other products and services, Not Invt Rel, 50 hrs/mo; 50 hrs/mo (during trading hours). 4.) Ivener Management Group LLC - 6/22/2017 - 1875 Campus Commons Drive, #205, Reston, VA 20191 - Per request of client, I will provide consulting services and be a client liaison, Member and Lead Consultant, to provide and assemble financial analysis, a 2% to 2.5% of the transaction value and bill hours, not invt rel, 15 hrs/mo; 15 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 4/25/2018 - 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). 6.) ANTHONY S IVENER TRUSTEE - 11/28/2021 - 1875 Campus Commons Dr #205, Reston, VA 20191 - Trustee - Trustee duties to select non TLG clients, Not Inv't Rel, 6 hrs/mo; 6 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-05 |
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