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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-04 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
275 Somerset Court, Sandy Springs, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 09/2011 | Present |
| Capital Creation & Protection Inc Dba Wealth Risk Management | Marietta | GA | 01/2014 | Present |
| Senior Market Sales | Omaha | NE | 03/2023 | 07/2023 |
1.) CAPITAL CREATION & PROTECTION INC (dba WEALTH RISK MANAGEMENT) - 12/1/1993 - 275 Somerset Court Sandy Springs, GA 30350 - Owner & Broker, This is my business for fixed life, disability, LTC & group life, dental and ltd, I solicit sales make depostis, perform policy service, commissions based, work is done during normal business hours, Life, LTC, disability & group life, dental & ltd insurance sales, Not Invt Rel, 150+ hrs/mo; 150+ hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 3/3/2020 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rep, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) GESTALT FINANCIAL GROUP - 11/10/2025 - 275 Somerset Court, Atlanta, GA 30350 - Recruiter, Creation of a producer group to promote the Portfolio Waterfall Strategy offered by TLG Advisors, Invt Rel, Insurance Business, 20 hrs/mo; 15 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-22 |
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