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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-23 |
Branch Locations
5105 Genesee Street, Camillus, NY 13031 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James V Connell Associates | Camillus | NY | 06/2011 | Present |
| The Leaders Group, Inc. | Littleton | CO | 01/2014 | Present |
1.) CONNELL FINANCIAL GROUP - 3/1/2010 - 5105 West Genesee Street, Camillus, NY 13031 - Bga Manager/Rep, recruits brokers to sell fixed ins (including annuities, DI, life) - rep also sells these products as a broker, life insurance agency., Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) THE ARGYLE GROUP - 1/1/2008 - 1618 E Pleasant Valley Blvd, Altoona, PA 16602 - General Agent, recruit life insurance agents and brokers to sell life insurance and disability insurance, insurance business, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/2/2014 - 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). 4.) FURTHERMORE - 3/1/2026 - 5105 West Genesee Street, Camillus, NY 13031 - Partner, Furthermore is a new company my wife and I have created to work with clients to plan their lives in retirement. Not the financial part of retirement, but the lifestyle, Not Invt Rel, 20 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-12 |
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