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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-24 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
21820 Burbank Blvd, Suite 301, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Des | IA | 04/2015 | 01/2022 |
| Princor Financial Services Co | Des Moines | IA | 05/2015 | 01/2022 |
| Gbs | Woodland Hills | CA | 10/2021 | Present |
| The Leaders Group Inc | Littleton | CO | 03/2022 | Present |
1.) GBS - 10/18/2021 - 21820 Burbank Blvd, Suite 301, Woodland Hills, CA 91367 - Senior Life Specialist, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 3/24/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-18 |
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