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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 07/2018 | 01/2019 |
| Northrop Grumman | San Diego | CA | 01/2012 | 06/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2019 | 07/2020 |
| J Alden Associates, Inc | Jenkintown | PA | 07/2020 | 01/2025 |
| Newcleus Llc | Yardley | PA | 01/2019 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2025 | Present |
1.) INDEPENDENT INSURANCE AGENT - 1/1/2018 - 8420 Santaluz Village Green E, San Diego, CA 92127 - Sales, Retail life insurance sales to individuals, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) NEWCLEUS - 1/1/2019 - 19 W College Avenue, Suite 500, Yardley, PA 19067 - Director, Sales agent to credit unions for life insurance solutions, Not Invt Rel, Insurance business, 100 hrs/mo; 100 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/23/2025 - 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 | 2019-08-19 |
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