Sara Anne Stevens

Current Employers

Employment History

• 10/2004 → Present
  Kaiser Financial Group
  Memphis, TN
• 10/2013 → Present
  The Leaders Group Inc
  Littleton, CO
• 09/2001 → Present
  The Argyle Group
  Altoona, PA

Previous Registrations

• 2014-01-24 → 2017-12-31
  Tlg Advisors, Inc.
  Memphis, TN
  Summit, NJ
• 2006-09-06 → 2013-10-16
  Principal Securities, Inc.
  Memphis, TN

Other Businesses

1.) OUTSIDE INSURANCE - 10/20/2011 - 736 Crossover Lane, Memphis, Tn 38117 - Agent, selling long term care insurance, health insurance, and medical supplement insurance through various carriers, life and ltc sales mostly, Not Invt Rel, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) KAISER FINANCIAL GROUP - 10/20/2011 - 736 Crossover Lane, Memphis, Tn 38117 - Director, run office and supervise staff. assist other brokers with life and di applications and do some personal sales, insurance, Not Invt Rel, 40 hrs/mo; 30 hrs/mo (during trading hours). 3.) THE ARGYLE GROUP - 6/1/1998 - 1618 E Pleasant Valley Rd Altoona, Pa 16602 - Affiliate, 2 year president role (started sept 2018-ends sept 2020), member association of independent advisors to collaborate/share infore our sources with carriers, Not Invt Rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 3/28/2018 - 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).

Exams

• S66 Uniform Combined State Law Examination
  2006-09-01
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Designations

Other Names

• Sara Anne Marshall
• Sara Anne Marshall