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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-03-24 |
Branch Locations
580 S Harrison Lane, Denver, CO 80209 • 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 |
|---|---|---|---|---|
| Caldara, Wunder & Assoc | Castle Rock | CO | 01/2011 | 04/2025 |
| The Leaders Group Inc | Littleton | CO | 01/2022 | Present |
| Independent Financial Advisor | Denver | CO | 04/2025 | Present |
1.) Independent Financial Advisory - 4/1/25 - 580 S Harrison Lane, Denver, CO 80209 - Self employed advisor, Financial planning and investment advice, Invt Rel, Independent Financial Advisory, 50 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 3/24/22 - 475 Springfield Ave, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
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