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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-15 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Savannah, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosen Executive Benefits Group | Savannah | GA | 03/2014 | Present |
| The Leaders Group Inc | Littleton | CO | 11/2014 | 06/2017 |
| The Gottlieb Organizations | Chagrin Falls | OH | 11/2014 | 10/2016 |
| Massmutual Life Insurance Company | Lake Oswego | OR | 07/2017 | 01/2018 |
| Mml Investors Services | Lake Oswego | OR | 08/2017 | 01/2018 |
| The Leaders Group Inc | Littlton | CO | 01/2018 | Present |
1.) ROSEN EXECUTIVE BENEFITS GROUP - 7/1/2016 - 4 Willow Oak Circle, Savannah, GA 31411 -OWNER/AGENT, SALES OF INDIVIDUAL LIFE INSURANCE, INV REL, INSURANCE BUSINESS, 25 HRS/MO. 2.) TLG ADVISORS INC - 1/15/2019 - 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 | 1997-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-25 |
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