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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-01-04 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
32000 Northeastern Hwy Suite 125, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Southfield | MI | 06/2012 | 01/2017 |
| The Leaders Group, Inc. | Littleton | CO | 01/2017 | Present |
1.) TLG ADVISORS, INC. - 1/1/2017 - 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). 2.) JAZZ, LLC - 11/1/2019 - 30500 Northwestern Hwy, Suite 430, FARMINGTON HILLS, MI 48334 - 50% Owner, THIRD PARTY ADMINISTRATION HEALTH INSURANCE, ADMINISTRATIVE AND SALES, 10 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-01 |
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