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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-10 |
Branch Locations
5 Revere Drive, Suite 200, Northbrook, IL 60062 • 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 |
|---|---|---|---|---|
| Jr Katz | Northbrook | IL | 09/2011 | 09/2020 |
| Nfp Advisor Services, Llc | Austin | TX | 04/2015 | 09/2020 |
| Lion Street Financial | Northbrook | IL | 09/2020 | 12/2022 |
| Lion Street Advisors | Northbrook | IL | 09/2020 | 12/2022 |
| Kestra Investment Services, Llc | Phoenix | AZ | 12/2022 | 02/2025 |
| Kestra Advisory Services, Llc | Phoenix | AZ | 12/2022 | 02/2025 |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
| Wealthpoint Llc | Northbrook | IL | 01/2023 | Present |
1.) WEALTHPOINT - 1/2/2023 - 5 Revere Drive, Suite 200, Northbrook, IL 60062 - Insurance Producer, Sell insurance policies, Invt Rel, Insurance business, 160 hrs/mo; 80 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/10/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-06 |
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