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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-19 |
| CO | RA | APPROVED | 2024-01-11 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
2929 N Central Avenue, Floor 14, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mp Advisors Llc | Phoenix | AZ | 06/2021 | 06/2022 |
| Bbva Usa | Scottsdale | AZ | 06/2020 | 07/2020 |
| Profitable Good Group | Los Angeles | CA | 08/2019 | 12/2019 |
| Genies Inc | Los Angeles | CA | 11/2018 | 05/2019 |
| Usc Marshall Technology Support | Los Angeles | CA | 02/2018 | 05/2019 |
| River Way Ranch Camp | Sanger | CA | 05/2018 | 08/2018 |
| River Way Ranch Camp | Sanger | CA | 05/2019 | 08/2019 |
| University Of Southern California | Los Angeles | CA | 08/2017 | 05/2021 |
| Chaparral High School | Scottsdale | AZ | 08/2013 | 05/2017 |
| Raymond James Financial Services, Inc. | Phoenix | AZ | 06/2021 | 06/2022 |
| Simplicity Group | Phoenix | AZ | 08/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 09/2023 | Present |
1.) SIMPLICITY GROUP - 8/1/2022 - 2909 N Central Avenue, Floor 14, Phoenix, AZ 85012 - Sales recruiter, Call advisors to join simplicity, Not Invt Rel, Ins business, 150 hrs/mo; 150 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 9/12/2023 - 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 | 2022-08-23 |
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