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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-01-04 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
2850 Golf Road, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Finacial Services | Lombard | IL | 04/2011 | 12/2016 |
| Principal Life Insurance Co | Lombard | IL | 04/2011 | 12/2016 |
| The Leaders Group, Inc. | Littleton | CO | 01/2017 | Present |
| Gbs Insurance & Financial Svcs, Inc Fka Southcap Brokerage | Glenview | IL | 10/2016 | Present |
1.) OUTSIDE INS AGENT - 4/9/2013 - 45 Waxwing Ave Naperville, IL 60565 - Original Writing Broker, selling fixed life, fixed annuities, disability, long term care and health insurance through various carriers, servicing sold insurance, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC. - 1/1/2017 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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