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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
295 Lafayette Street, Suite 701, New York, NY 10012 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 02/2016 | 09/2016 |
| Rsl Financial | Charlotte | NC | 09/2016 | 02/2017 |
| Salt Payroll Consultants | Charlotte | NC | 02/2017 | 05/2017 |
| Valic Financial Advisors, Inc. | Columbia | SC | 05/2017 | 05/2018 |
| Investacorp Inc | Miami | FL | 04/2020 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 04/2020 | 07/2020 |
| Highland Brokerage Capital | Charlotte | NC | 05/2018 | 07/2025 |
| Securities America, Inc. | Charlotte | NC | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Charlotte | NC | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Charlotte | NC | 06/2024 | 07/2025 |
| Modern Life | Waxhaw | NC | 07/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 09/2025 | Present |
1.) MODERN LIFE - 7/21/2025 - 295 Lafayette St, #701, New York, NY 10012 - Brokerage Manager, Wholesaler for insurance products to Financial Advisors and insurance professionals, Invt Rel, Insurance Wholesaler, 160 hrs/mo; 16 hrs/mo (during trading hours). 2.) TLGA ADVISORS INC - 9/5/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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