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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-04 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levy Restaurants | Jacksonville | FL | 08/2014 | 12/2016 |
| The Beaches Needs, Llc | Pompano Beach | FL | 02/2016 | Present |
| Pinnacle Insurance & Financial Services, Llc | Jacksonville | FL | 02/2016 | Present |
1.) THE BEACHES NEEDS LLC - 2/1/16 - 940 Penman Road, Neptune Beach, FL 32266 - Owner, Consulting firm specializing in business development for new and existing businesses, Not Invt Rel, 8 hrs/mo. 2.) PINNACLE INSURANCE & FINANCIAL SERVICES LLC - 2/1/16 - 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 - Retirement Services, Not Invt Rel, Insurance business, 160 hrs/mo. 3.) TLG ADVISORS INC - 9/28/2021 - 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-05 |
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