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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-05-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Insource Inc | Indianapolis | IN | 06/2006 | Present |
| Pinnacle Ifs Inc | Jacksonville | FL | 07/2012 | Present |
| The Leaders Group Inc | Littleton | CO | 08/2012 | Present |
| Resource Insurance And Financial Group | Arlington Heights | IL | 07/2016 | Present |
1.) KAPPLE & APPLE INS BENEFITS & FIN SVCS - 8/9/2011 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Salesmen, provide ins and inv products to small businesses, sell variable investments to kappel and apple clients, Invt Rel, 80-120 hrs/mo;3 hrs/mo (during trading hours). 2.) RESOURCE INSURANCE & FINANCIAL GROUP - 8/9/2016 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Salesman, provide ins and inv products to small businesses, sell variable products through TLG and representing resource insurance and financial group, Invt Rel, 80-120 hrs/mo;4 hrs/mo (during trading hours). 3.) CORNERSTONE FINANCIAL GROUP, INC - 10/1/2015 - 57 E Hattendorf Avenue, Unit #160, Roselle, IL 60172 - Sales Referrals, refer clients to Cornerstone Financial Group to process P&C business, referral of P&C business, Not Invt Rel, 2 hrs/mo;0 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 5/3/2013 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo;10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-26 |
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