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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-14 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
503 Fm 359 Suite 130 - #267, Richmond, TX 77406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 10/2019 |
| The Leaders Group, Inc | Littleton | CO | 10/2019 | Present |
| Meritage Wealth Insurance Advisors | Richmond | TX | 10/2019 | Present |
1.) MERITAGE WEALTH INSURANCE ADVISORS - 10/1/2019 - 503 FM 359, Suite 130 - #267, Richmond, TX 77406 - Managing Member, Sales discussion, client meeting and returning emails, Not Invt Rel, Insurance sales, 50 hrs/mo; 0 hrs/mo (during trading hours). 2.) SOUTHMARK WEALTH MANAGEMENT - 9/10/2019 - 12206 Preece Court, Cypress, TX 77429, Partner, responsible for sales, Sales, Not Invt Rel, Life Insurance sales, 200 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 10/13/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-08 |
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