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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-07 |
Branch Locations
1858 Ringling Blvd, Suite 200, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2009 | 11/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2009 | 11/2018 |
| The Leaders Group, Inc. | Littleton | CO | 11/2018 | Present |
| Hn Wealth Management Llc | Sarasota | FL | 02/2009 | 11/2018 |
| Interact Wealth Management | Sarasota | FL | 09/2023 | Present |
1.) INDEPENDENT INSURANCE AGENT - SINCE 06/01/1992 - 1858 Ringling Blvd, Suite 212, Sarasota, FL 34236 - NOT INVESTMENT RELATED, INSURANCE BUSINESS, LIFE INSURANCE AGENT, PROCESSING FOR FIXED LIFE INSURANCE, ANNUITIES & LTC, DEVOTE APPROX: 10-15 HRS P/WK. 2.) TLG ADVISORS, INC - SINCE 11/27/2018 - 475 Springfield Avenue, Summit, NJ 07901 - INVESTMENT RELATED, IAR BUSINESS, IAR REP, DEVOTE APPROX: 5 HRS P/MO. 3. INTERACT WEALTH MANAGEMENT, INC - 9/28/2023 - 1858 Ringling Blvd, Suite 200, Sarasota, FL 34236 - President, Utilize Corp for operation and expense purposes, Not Invt Rel, S Corp 3 hrs/mo; 3 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-27 |
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