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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-08 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
3600 American Blvd W, Suite 700, Minneapolis, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 02/2016 | 08/2017 |
| Fortune Financial | Minnetonka | MN | 02/2016 | 08/2017 |
| Cri Securitites | St Paul | MN | 02/2016 | 08/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 08/2017 | 08/2019 |
| Cri Securities, Llc | St. Paul | MN | 08/2017 | 08/2019 |
| Minnesota Life Insurance Co. | St. Paul | MN | 08/2017 | 08/2019 |
| Fortune Financial | Minnetonka | MN | 08/2017 | 08/2019 |
| Orgel Wealth Management | Altoona | WI | 09/2019 | 04/2021 |
| Advisors Resource | Minneapolis | MN | 05/2021 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2021 | Present |
1.) ADVISORS RESOURCE - 5/1/2021 - 3600 American Blvd W, Suite 700, Minneapolis, MN 55431 - Wholesaler, Insurance wholesaling & marketing, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 6/4/2021 - 3600 American Blvd W, Suite 700, Minneapolis, MN 554321 - Insurance Agent, I market insurance products and rarely write a case as the advisor/agent on myself, family and/or friends, Not Invt Rel, Insurance business, 1 hr/mo; 1 hr/mo (during trading hours). 3.) TLG ADVISORS INC - 6/8/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-10 |
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