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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-05 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
6406 Ivy Lane Suite 220, Greenbelt, MD 20770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | Washington | DC | 05/2007 | 03/2019 |
| Betz Financial Advisory, Llc | Greenbelt | MD | 04/2019 | Present |
| The Leaders Group, Inc. | Littleton | CO | 03/2020 | Present |
1.) WOODLAWN BAPTIST CHURCH - 1/7/2020 - 5001 Church Road, Bowie, MD 20720 - Pastor - Speaker, occasional funeral/wedding service, oversight of small volunteer staff, Not Invt Rel, Church business, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) BETZ FINANCIAL ADVISORY, LLC - 4/1/2019 - 6406 Ivy Lane, Suite 220, Greenbelt, MD 20770 - Wealth Planning Consultant, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 3/9/2020 - 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). 4.) BFA WEALTH PARTNERS - 9/1/2025 - 6406 Ivy Lane, Suite 220, Greenbelt, MD 20770 - Life insurance Point of Sale Specialist for Betz Financial Advisory LLC, Life insurance, Long Term Care and disability income planning, Not Invt Rel, Insurance Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-25 |
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