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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-27 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Lavallette, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Cranford | NJ | 11/2010 | 12/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2016 | 09/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 12/2016 | 09/2018 |
| Massmutual Life Insurance Company | Saddle Brook | NJ | 09/2018 | 02/2019 |
| Mml Investors Services, Llc | Saddle Brook | NJ | 09/2018 | 02/2019 |
| Integrated Financial Concepts Llc / National Life Ins Co | Morristown | NJ | 03/2019 | 06/2023 |
| Equity Services, Inc. | Montpelier | VT | 03/2019 | 02/2021 |
| Intervest International Equities Corp | Colorado Springs | CO | 02/2021 | 06/2023 |
| Regulus Financial Group, Llc | Kentwood | MI | 06/2023 | 03/2025 |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2023 | 03/2025 |
| The Leaders Group Inc | Summit | NJ | 03/2025 | Present |
| Protection Red Llc | Lavallette | NJ | 07/2021 | Present |
| Health Insurance | Lavallette | NJ | 03/2012 | Present |
1.) PROTECTION RED LLC - 7/1/2021 - 113 W. Marlin Way, Lavallette, NJ 08735 - Founder/Owner, Provide investment solutions to firefighters and first responders, Not Invt Rel, Investment solutions business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) HEALTH INSURANCE - 3/1/2012 - 113 W. Marlin Way, Lavallette, NJ 08735 - Broker, Bring health insurance renewal options to a law firm, Not Invt Rel, Provide a health insurance to a small group, 1 hr/mo; 1 hr/mo (during trading hours). 3.) TLG ADVISORS INC - 3/26/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) INDEPENDENT INSURANCE AGENT - 113 W. Marlin Way, Lavallette, NJ 08735 - Sales Person, Provide Life Insurance Protection Solutions, Not Invt Rel, Insurance Business, 15 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-21 |
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