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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | West Palm Beach | FL | 12/2020 | 04/2021 |
| Self-Employed | Palm Beach Gardens | FL | 01/2010 | 11/2022 |
| Massmutual Life Insurance Co. | Boca Raton | FL | 12/2022 | 12/2023 |
| Mml Investors Services | Boca Raton | FL | 12/2022 | 12/2023 |
| I Squared Capital | Miami | FL | 10/2020 | 06/2022 |
| The Leaders Group Inc | Littleton | CO | 12/2023 | Present |
1.) RC DEVELOPMENT - 1/15/2024 - 109 Legendary Circle, Palm Beach Gardens, FL 33418 - Manager, Support the golf development and training of my children, Not Invt Rel, Junior golf development, 2 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVIVOSRS INC - 12/22/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo 3.) INSURANCE BROKER - 1/4/2024 - 109 Legendary Circle, Palm Beach Gardens, FL 33418 - Insurance Broker, Assist people in fulfilling their life insurance, long term care, disability insurance and fixed annuity needs, Not Invt Rel, Insurance business, 2 hrs/mo; 0 hrs/mo (during trading hours). 4.) INSURANCE AGENT/WEALTH MANAGER - 7/15/2024 - 109 Legendary Circle, Palm Beach Gardens, FL 33418 - Introducer, Sell and service PPLI and PPVA issued by Advantage Insurance in Puerto Rico and Bermudas, Not Invt Rel, 5 hrs/mo; 0.5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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