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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-09-23 |
Branch Locations
8711 Penrose Lane, Suite 200, Overland Park, KS 66219 • 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 |
|---|---|---|---|---|
| Metlife Securities, Inc. | Overland Park | KS | 01/2005 | 03/2017 |
| Mml Investors Services, Llc | Overland Park | KS | 03/2017 | 09/2019 |
| Massmutual Life Insurance Company | Overland Park | KS | 07/2016 | 09/2019 |
| The Leaders Group, Inc. | Littleton | CO | 09/2019 | Present |
| The Insurance Partners | Overland Park | KS | 09/2019 | Present |
1.) THE INSURANCE PARTNERS - 9/23/2019 - 8711 Penrose Lane, Suite 200 Overland Park, KS 66219 - Regional Vice President, Provide insurance solutions, Not Invt Rel, Insurance sales, 100 hrs/mo; 70 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 9/23/2019 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-14 |
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