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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-11-16 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
21515 Hawthorne Blvd, Suite 1059, Torrance, CA 90503 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 10/2009 | Present |
1.) FARID MOKHTARIAN FAMILY LIVING TRUST - 11/1/2003 - 26737 Nokomis Road, Rancho Palos Verdes, Ca 90275 - Trustee, revocable family trust, family trust, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) KYLAS INS & FIN'L SERVICES - 9/1/2004 - 3625 Del Amo Blvd, Suite 330, Torrance, CA 90503- Insurance/Investments President, insurance sales. i am president of the corporation, my corporation, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) PHYSICIAN PENSION & INS SVCS - 2/15/2011 - 3625 Del Amo Blvd, Suite 330, Torrance, CA 90503 - Officer/Owner, insurance sales, insurance business, Not Invt Rel, 40-80 hrs/mo; 3 hrs/mo (during trading hours). 4.) PUBLISHING & SALE OF BOOK/AUTHOR - 7/1/2016 - 3625 Del Amo Blvd, Suite 330, Torrance, CA 90503 - Officer/Partner, author of the book, n/a, Not Invt Rel, 2 hrs/mo; 1 hrs/mo (during trading hours). 5.) INNOVATIVE SOLUTIONS - 1/1/2000 - 200 N Sepulveda, Suite 900, El Segundo, Ca 90250 - Insurance Sales Agent, selling fixed life and other non invt related products, insurance business, Not Invt Rel, 20 hrs/mo; 2 hrs/mo (during trading hours). 6.) TOTAL 360 INSURANCE & FINANCIAL SERVICES, INC. (FORMERLY SRS BUSINESS & PERSONAL INS SVCS INC) - 9/12/2018 - 3625 Del Amo Blvd, Suite 330, Torrance, CA 90503 - Cfo, sale and servicing of medical insurance, property and casualty, life & disability and ltc products, sale and service of insurance products, Not Invt Rel, 80 hrs/mo; 50 hrs/mo (during trading hours). 7.) TLG ADVISORS, INC. - 11/13/2009 - 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). 8.) HIGHLAND CAPITAL GENERAL AGENCY - 3/1/2026 - 3625 Del Amo Blvd, Suite 330 - Agent, GA for fixed life and disability and long term care products, sales of term, whole life, IUL and VUL, Invt Rel, 15 hrs/mo; 15 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
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