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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-02 |
Branch Locations
725 Cool Springs Blvd, Ste. 600, Franklin, TN 37067 • 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 Securities Llc | Columbus | OH | 02/2015 | 12/2018 |
| The Leaders Group Inc | Littleton | CO | 12/2020 | Present |
| Millennium Brokerage Group | Franklin | TN | 01/2019 | Present |
1.) MILLENNIUM BROKERAGE GROUP - 1/7/2019 - 701 Cool Springs Blvd, Suite 120, Franklin, 37067 - Sales, Work with insurance agents and clients to sell fixed life insurance, Not Invt Rel, Insurance business, 200 hrs/mo; 200 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 1/7/2019 - 3018 Crescent Knoll Drive, Matthews, NC 28105 - Independent insurance agent, Sale of individual life insurance, LTC and annuities, Not Invt Rel, Insurance business, 8 hrs/mo; 8 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 12/9/2020 - 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 | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-03 |
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