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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-21 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Capital Securities, Llc | Atlanta | GA | 02/2016 | 04/2020 |
| Build Asset Management, Llc | Jefferson City | MO | 04/2020 | 02/2021 |
| Pinnacle | Jacksonville | FL | 05/2021 | Present |
| The Leaders Group Inc | Littleton | CO | 08/2022 | Present |
1.) PINNACLE - 5/10/2021 - 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 - Director of Insurance, Working with Financial Advisors and their clients to offer advanced planning solutions, Invt Rel, Insurance business, 160 hrs mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 8/8/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-08 |
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