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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-05-01 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
6700 Old Canton Road, Suite G, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgraw Life & Health Services | Yazoo City | MS | 01/1989 | Present |
| Yazoo Insurance Agency Inc | Yazoo City | MS | 03/1995 | 01/2019 |
| Concourse Financial Group Securities Inc | Yazoo City | MS | 12/2006 | 10/2023 |
| Insurance Solutions Group Inc | Ridgeland | MS | 01/2018 | 06/2021 |
| The Leaders Group Inc | Littleton | CO | 10/2023 | Present |
| Mark Wall & Co. | Ridgeland | MS | 01/2022 | Present |
1.) MARK WALL & CO - 1/1/2022 - 6700 Old Canton Road, Suite G, Ridgeland, MS 39157 - Sales coordinator for brokerage GA, marketing life, DI, LTC & annuities, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) MCGRAW LIFE & HEALTH INS SERVICES - 1/15/1989 - 105 S Main Street, MS - Managing Partner, Marketing/solicitation/sales & service to current and future clients, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 10/02/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-19 |
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