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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-23 |
Branch Locations
Port Aransas, TX • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Company | Columbus | OH | 05/1999 | 12/2016 |
| Nationwide Securities, Inc. | Columbus | OH | 05/2002 | 03/2020 |
| Nationwide Financial | Dripping Springs | TX | 06/2016 | 03/2020 |
| The Leaders Group, Inc. | Littleton | CO | 03/2020 | Present |
| Ingenium Financial, Llc | Port Aransas | TX | 02/2020 | Present |
1.) INGENIUM FINANCIAL, LLC - 02/13/2020 - 256 Nautilus, Port Aransas, TX 78373 - Owner/Agent/Planner/Engaging the public in the sale of insurance products and fee based financial planning, Invt Rel, Insurance Sales, 150 hrs/mo; 150 hrs/mo (during trading hours). 2.) ASH BROKERAGE - 04/01/2018 - 256 Nautilus, Port Aransas, TX 78373 - Agent, working with clients to place products through Ash Brokerage, Not Invt Rel, Fixed insurance sales, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 3/23/2020 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) Crossroads Insurance Agency - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Referring agent, refer people to to Crossroads for their health insurance needs, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 5.) Ethos Technologies - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Lead referrer, I direct prospects to the Ethos for traditional insurance products, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 6.) Peak Pro Financial - 12/2/21 -7979 E Tufts Avenue, Suite 1050, Denver, CO 80237 - Writing Agent, Market service to prospects, Fixed Insurance Broker, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 7.) Back 9 Insurance - 7/20/23 - 310N Westlake Blvd., Ste 240, Westlake Village, CA 91362 - Selling Agent, Market and sell product for placement, Insurance business, Not Invt Rel, 3 hrs/mo; 2 hrs/mo (during trading hours). 8.) FINE ART AMERICA - 10/20/2025 - 256 Nautilus Port Aransas, TX 78373 - Photographer, On-Demand art Printing, Taking photographs and uploading to platform, Not Invt Rel, 1 hr/mo; 0 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-07 |
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