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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
1441 Brickell Avenue Suite 1520, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Securities Inc. | Highland Park | IL | 10/2016 | 12/2016 |
| Not Registered | Miami | FL | 07/2016 | 09/2016 |
| Insight Securities Inc | Highland Park | IL | 07/2017 | 12/2024 |
| Passerelle Advisors, Llc | Miami | FL | 12/2016 | 06/2017 |
| Insight Securities Inc. | Miami | FL | 12/2018 | 07/2020 |
| The Leaders Group, Inc. | Littleton | CO | 07/2020 | Present |
| Passerelle Solutions | Miami | FL | 07/2020 | Present |
1.) PASSARELLE SOLUTIONS - 7/27/2020 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - SVP - Life insurance sales, Advising, structuring and analysis of life insurance solutions, Not Invt Rel, Insurance sales, 60 hrs/mo; 0 hrs/mo (during trading hours). 2.) PASSERELLE ADVISORS - 12/1/2016 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - Managing Partner, Managing partner, Invt Rel, RIA business, 2 hrs/mo; 0 hrs/mo (during trading hours). 3.) PASSERELLE PARTNERS - 12/14/2015 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - Managing Partner, Managing partner, Not Invt Rel, Insurance sales, 60 hrs/mo; 0 hrs/mo (during trading hours). 4.) TLG Advisors - 11/5/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-16 |
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