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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-11-30 |
Branch Locations
310 Grant Street, Suite 920, Pittsburgh, PA 15219 • 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 |
|---|---|---|---|---|
| Life Brokerage Corp T/A Underwriters Bro | Pittsburg | PA | 04/1979 | Present |
| Underwriters Brokerage Service-Health Di | Pittsburg | PA | 11/1980 | Present |
| The Leaders Group Inc | Littleton | CO | 10/2015 | Present |
1.) INDEPENDENT INSURANCE AGENT - 1/1/1980 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Independent Insurance Agent, Sales of insurance products, personal insurance sales (life, DI, LTC, fixed annuity), Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PROFESSIONAL LIFE ADVISORS NETWORK DBA FOR WHOLESALE MEMBER AGENCY - 6/5/2008 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Our Brokerage Agency is a Member of PLAN, Wire house point of sale, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) UNDERWRITERS BROKERAGE SERVICE - 4/1/1979 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Owner, DBA for insurance, Wholesale insurance which can include VUL, Invt Rel, 150 hrs/mo; 150 hrs/mo (during trading hours). 4.) LIBRA Insurance Partners - 1/16/2020 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - My BGA is a member firm in this IMO, Members meeting, Not Inv't Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 5.) THE LRM GROUP - 6/15/2017 -Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Partner, Admin and sales marketing, Insurance brokerage and point of sale focused on working with fee based and fee only advisors, Not Invt Rel, 20 hrs/mo; 20 hrs/mo (during trading hours). 6.) TLG ADVISORS INC - 11/30/2015 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
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