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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2002-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Summit | NJ | 01/1998 | Present |
| Tlg Advisors, Inc. | Summit | NJ | 06/2000 | Present |
| Lfi Advisory, Inc. | Littleton | CO | 03/2017 | 11/2021 |
1) TLG ADVISORS, AFFILIATED RIA - 475 Springfield Avenue, Summit, NJ 07901 - SINCE 6/2000, CHIEF COMPLIANCE OFFICER, 10 HRS/MO. 2) DOTERRA ESSENTIAL OILS - HIGHLANDS RANCH, CO - SINCE 4/22/16, DISTRIBUTOR OF ESSENTIAL OILS AND MAINTAINS WEBSITE, NOT INV RELATED, 2 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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