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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-18 |
Branch Locations
2000 Q Street, Lincoln, NE 68501 • 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 |
|---|---|---|---|---|
| Northern Lights Distributors, Llc | Omaha | NE | 02/2015 | 10/2019 |
| Cls Investments, Llc | Omaha | NE | 02/2015 | 12/2018 |
| Ftj Fundchoice, Llc | Omaha | NE | 01/2019 | 10/2019 |
| Sequent Planning, Llc | Omaha | NE | 01/2020 | 09/2020 |
| Senior Market Sales | Omaha | NE | 12/2019 | 06/2020 |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2020 | 02/2021 |
| Ameritas Investment Corp | Lincoln | NE | 09/2020 | 02/2021 |
| Flexible Plan Investments, Ltd. | Bloomfield Hills | MI | 02/2021 | 01/2024 |
| Ceros Financial Services Inc | Rockville | MD | 08/2021 | 01/2024 |
| Assurity Life | Lincoln | NE | 08/2024 | Present |
| The Leaders Group Inc | Summit | NJ | 09/2025 | Present |
| Unemployed | Holmesville | NE | 01/2024 | 08/2024 |
1.) ASSURITY LIFE - 8/19/2024 - 2000 Q Street, Lincoln, NE 68501 - Regional Wholesaler, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 9/18/25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-08 |
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