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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-02-01 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 02/2013 | Present |
| Resource Insurance And Financial Group | Arlington Heights | IL | 08/2003 | Present |
1.) GIACOMO S. PALAZZOLO - 4/14/2008 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Owner, Notarizing Documents, notary public, Not Invt Rel, 1 hrs/mo; 1 hrs/mo (during trading hours). 2.) RESOURCE INSURANCE AND FINANCIAL GROUP (FORMERLY RESOURCE PARTNERS CHICAGO, INC) - 8/1/2003 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Owner/Principal, Full Service Insurance and Financial Advisory firm, Selling Group Benefits, Financial Advisory DBA, Invt Rel, 60 hrs/mo; 40 hrs/mo (during trading hours). 3.) KAPPEL AND APPEL (50% PURCHASE OF BUSINESS) - 8/13/2018 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - 50% Owner/President, Sell, maintain and service group health benefits, Group Health Benefits and Ancillary Business, Not Invt Rel, 50 hrs/mo; 40 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 2/1/2013 - 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). 5.) COORDINATED BUSINESS CENTER - 4/8/2025 - 923 N. Plum Grove Rd. Suite C, Schaumburg, IL 60173 - Maintain group benefits, Not Invt. Rel, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-16 |
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