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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haga Kommer | Bismarck | ND | 04/2021 | 01/2025 |
| First International Bank & Trust | Bismarck | ND | 10/2017 | 03/2021 |
| Self-Employment | Bismarck | ND | 07/2014 | 09/2017 |
| Avantax Investment Services Inc. | Bismarck | ND | 07/2022 | 01/2025 |
| Avantax Advisory Services | Bismarck | ND | 07/2022 | 01/2025 |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
| Gideon Strategic Partners Llc | Los Angeles | CA | 02/2025 | Present |
1.) GIDEON - 2/1/2025 - 2049 Century Park E, Suite 1940, Los Angeles, CA 90067 - VP of Investments - Sales, Invt Rel, Insurance Business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2). THE PANDORA GROUP - 1/31/2025 - 6800 Island Drive, Bismarck, ND 58504 - Tax Manager - Advise clients on tax saving strategies and prepare tax returns, Not Invt Rel, Tax Consulting Services, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 2/25/25 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA Business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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