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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-09 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
20A E Roseville Road, Suite 4, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 01/2016 | Present |
| Premier One Financial Company | Lancaster | PA | 12/2015 | Present |
1.) PREMIER ONE FINANCIAL COMPANY - 12/1/2015 - 20A East Roseville Road, Suite 4, Lancaster, PA 17601 - President, Insurance sales and services, Not Invt Rel, 160 hrs/mo; 80 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 12/1/2015 - 20A E Roseville Road, Suite 4. Lancaster, PA 17601 - Insurance Agent, Medicare Insurance, Individual health insurance, Group health insurance, Sales and client service Insurance business. Not Invt Rel, Life insurance sales and service, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) TLG ADVISORS - 5/9/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-09 |
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