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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-29 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
100 Main Avenue Nw, Suite 300, Hickory, NC 28601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Planning Nc Group | Hickory | NC | 12/2019 | Present |
| Self Employed | Mooresville | NC | 03/2019 | 12/2019 |
| Gopro Motorplex | Mooresville | NC | 09/2012 | 03/2019 |
| The Leaders Group Inc | Littleton | CO | 05/2021 | Present |
1.) PREMIER PLANNING NC GROUP - 12/1/2019 - 100 Main Avenue NW, Suite 300, Hickory, NC 28601 - Independent Insurance Agent, Life insurance sales, Invt Rel, Insurance business, 125 hrs/mo; 125 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 10/29/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RIA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) OPTIMUS PRODUCER PARTNERS - 4/6/2026 - 100 Main Ave NW, Hickory NC 28601 - Advisor Consultant, Working with Optimus Producer Partner advisors/agents on life and LTC planning, Not Invt Rel, 80 hrs/mo; 75 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
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