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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-04-10 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 04/2012 | 06/2017 |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 12/2018 |
| Capital Choice Financial Services | Greensboro | GA | 06/2017 | 12/2018 |
| The Leaders Group, Inc. | Summit | NJ | 04/2019 | Present |
| American Global Wealth Management | Mcdonough | GA | 01/2019 | 03/2019 |
1.) TLG ADVISORS, INC - 4/10/2019 - 475 Springfield Avenue, Summit, NJ 07091 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) EBAY Sales - 5/6/2021 - 5860 S Moore Street, Littleton, CO 80127 - Owner, Not Invt Rel, Purchase and resale goods; primarily video games. 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) UBER EATS - 1/2/2025 - 5860 S Moore St, Littleton, CO 80127 - Delivery Driver, Pick up food and drop it off to customer, Not Invt Rel, 40 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-13 |
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