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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-28 |
Branch Locations
805 S Mchenry Ave, Suite I, Crystal Lake, IL 60014 • 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 |
|---|---|---|---|---|
| Fsg | Hoffman Estates | IL | 03/2009 | Present |
| The Leaders Group, Inc. | Littleton | CO | 09/2016 | Present |
| Windy City Financial Planners | Hoffman Estates | IL | 03/2009 | Present |
1.) FINANCIAL STRATEGIES GROUP LLP - 3/1/2009 - 805 S McHenry Avenue, Suite I, Crystal Lake, IL 60014 - Wholesaler, point of sale, non-variable ins, Not Invt Rel, 160 hrs/mo;160 hrs/mo (during trading hours). 2.)TLG ADVISORS INC. - 5/28/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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