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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-07-02 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
8099 Stage Hills Blvd, Suite 101, Bartlett, TN 38133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Company | Memphis | TN | 01/2014 | 07/2020 |
| Nationwide Securities, Llc | Columbus | OH | 01/2014 | 07/2020 |
| James Pest Management, Inc | Memphis | TN | 06/2006 | Present |
| The Leaders Group, Inc. | Littleton | CO | 07/2020 | Present |
1.) MILLENNIUM BROKERAGE GROUP - 5/1/2019 - 100 Winners Circle, Suite 410, Brentwood, TN 37027 - Agent, Selling life, DI, LTC and annuities, Not Invt Rel, insurance sales, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/1/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) HIGHSTREET INSURANCE AND FINANCIAL SERVICES - 1/1/2026 - 8099 Stage Hills Blvd 105, Bartlett, TN 38133 - Producer, Sell life insurance and fixed annuities, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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