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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-15 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
2049 Century Park E, Suite 1940, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 07/2016 | 07/2021 |
| The Leaders Group Inc | Littleton | CO | 07/2021 | Present |
| Gideon Strategic Partners Llc | Santa Monica | CA | 07/2016 | Present |
1.) GIDEON - 7/1/16 - 2049 Century Park E, Suite 1940, Los Angeles, CA 90067 - CEO, CEO, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) FFR Membership - 11/17/21 - 1411 5th Street, Suite 306, Santa Monica, CA 90404 - Passive member, pass through entity/producer group for life insurance and annuity products, inv't rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 7/15/21 - 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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-01 |
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