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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Chicago | IL | 06/2018 | 02/2019 |
| Mml Investors Services, Llc | Chicago | IL | 09/2018 | 02/2019 |
| Unemployed | Naperville | IL | 03/2003 | 06/2018 |
| Morgan Stanley | Oak Brook | IL | 06/2019 | 03/2021 |
| Unemployed | Naperville | IL | 03/2019 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 03/2021 |
| Independent Insurance Agent | Naperville | IL | 06/2018 | Present |
| The Leaders Group Inc | Littleton | CO | 03/2023 | Present |
1.) INDEPENDENT AGENT - 6/19/18 - 24358 Ainsdale Court, Naperville, IL 60564 - Sell insurance products, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) RNT LLC dba BONAVENTURE SOLUTIONS - 1/20/2004 - 24358 Ainsdale Court, Naperville, IL 60564 - Member, No Duties, Not Invt Rel, LLC to run comp through, 0 hrs/mo; 0 hrs/mo (during trading hours) 3.) BONAVENTURE SOLUTIONS - 4/6/2021 - 24358 Ainsdale Court, Naperville, IL 60564 - Founder - Sales, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 3/15/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
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