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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-03 |
Branch Locations
10160 Foley Blvd Nw, Suite 100, Minneapolis, MN 55448 • 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 |
|---|---|---|---|---|
| National Benefits Group, Llc | Minneapolis | MN | 12/2004 | Present |
| Concourse Financial Group Securities (Fka Proequities, Inc.) | Minneapolis | MN | 05/2006 | 01/2025 |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
1.) NATIONAL BENEFITS GROUP LLC - 12/1/08 - 10160 Foley Blvd NW, Suite 100, Minneapolis, MN 55448 - Vice President, Marketing/design/implementation and ongoing oversite of non qualified plans as well as the funding of those plans via BOLI and COLI sales and individual life ins and annuity sales, Not Invt Rel, BOLI & COLI business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 2/3/25 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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