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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-08 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
520 Lake Cook Road Suite 178, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schmidt Financial | Northbrook | IL | 06/2012 | Present |
1.) SCHMIDT FINANCIAL - 6/1/2012 -520 Lake Cook Road, Suite 178, Deerfield, IL 60015 - Life Insurance Broker, prospecting and selling life insurance and annuities, Life Insurance and Annuity Prospecting and Sales, Not Invt Rel, 120 hrs/mo; 90 hrs/mo (during trading hours). 2.) MAG ADVISORS INC - 5/29/2015 - 520 Lake Cook Road, Suite 178, Deerfield, IL 60015 - President And Sales - 100% owner of entity, prospect for new life insurance and annuity, insurance and annuity sales, Not Invt Rel, 120 hrs/mo; 90 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC. - 1/6/2014 - 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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-24 |
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