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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Woodbury | NY | 03/2016 | 03/2019 |
| Park Avenue Securities Llc | Woodbury | NY | 05/2016 | 03/2019 |
| Guardian Life Insurance | New York | NY | 04/2019 | 12/2019 |
| Park Avenue Securities | New York | NY | 04/2019 | 12/2019 |
| Independent Insurance Agent | Cold Spring Harbor | NY | 01/2020 | Present |
| Wealth Advisory Group | New York | NY | 05/2016 | 12/2019 |
| Sound Wealth Financial Group | New York | NY | 03/2016 | 12/2019 |
| The Leaders Group, Inc. | Littleton | CO | 04/2020 | Present |
1.) INDEPENDENT INSURANCE AGENT - 1/1/20 - Atlantic Highlands, NJ, 07716 - Agent, Talk to people about insurance/sales of life insurance/medicare, Not Invt Rel, Insurance business, 30 hrs/mo; 30 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 10/2/2020 - 475 Springfield Avenue Summit NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-08 |
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