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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-06 |
Branch Locations
185 N Main Street, Colliersville, TN 38017 • 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 |
|---|---|---|---|---|
| Lpl Finanical Llc | Cordova | TN | 11/2015 | 09/2019 |
| Advantage Investment Management Llc | Cordova | TN | 11/2015 | 09/2019 |
| Mas Advisors Llc | Colliersville | TN | 10/2019 | 04/2023 |
| The Leaders Group, Inc | Littleton | CO | 01/2020 | Present |
| Wealth Strategies Group | Collierville | TN | 11/2012 | Present |
1.) TLG ADVISORS INC - 1/4/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) WEALTH STRATEGIES GROUP - 11/1/2015 - 185 N Main St., Suite 105, Collierville, TN 38017 - Financial Advisor, Meet with clients to determine goals, plan and invest to meet goals, review progress based on client wishes, Invt Rel, 160 hrs/mo; 130 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
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