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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-06 |
Branch Locations
7900 High School Road, Elkins Park, PA 19027 • United States
475 Springfield Ave, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Tiaa | Philadelphia | PA | 02/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Philadelphia | PA | 02/2015 | 11/2020 |
| Concourse Financial Group (Fka Proequities, Inc.) | Philadelphia | PA | 11/2020 | 12/2021 |
| Arrival Point Financial | Elkins Park | PA | 11/2020 | Present |
| (Dba) Cornerstone Investments | Elkins Park | PA | 02/2021 | 01/2022 |
| The Leaders Group Inc | Littleton | CO | 01/2022 | Present |
1.) ARRIVAL POINT FINANCIAL - 11/14/2020 - 7900 High School Road, Elkins Park, PA 19027 - Agent, Provide life insurance policy solutions for qualified clients, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/4/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt rel, RIA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
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