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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-02-19 |
Branch Locations
95 S Green Street, Tupelo, MS 38804 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Tupelo | MS | 01/2010 | 02/2025 |
| Mml Investor Services Inc | Tupelo | MS | 02/2010 | 02/2025 |
| Sgc Financial | Tupelo | MS | 05/2011 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
1.) SGC FINANCIAL - 5/11/2011 - 95 S Green Street, Tupelo, MS 38804 - Independent Insurance Agent, Sell life insurance products (life, health, disability income, long term care), Not Invt Rel, Insurance sales business, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) GUM TREE FINANCIAL - 4/2/24 - 95 S Green Street, Tupelo, MS 38804 - Sales Development, Structure and sell insurance products and train other advisors, Not Invt Rel, Advanced markets, life case design, infinite banking concept sales management business, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) LIFE SETTLEMENTS/VIATICALS - 7/1/20 - 95 S Green Street, Tupelo, MS 38804 - Agent, Facilitate the sale of unwanted insurance policies, Not Invt Rel, Insurance business, 1 hr/mo; 1 hr/mo (during trading hours). 4.) BUSINESS & MGMT CONSULTING & TAX PLANNING - 8/1/13 - 95 S Green Street, Tupelo, MS 38804 - Sales & Strategy, Assist business clients with decision-making/Create & market tax plans, Not Invt Rel, Tax planning assistance business, 80 hrs/mo; 80 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 2/20/25 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-25 |
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