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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
10000 Memorial Drive, Suite 200, Houston, TX 77024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Insurance Agency Inc | Houston | TX | 11/1978 | Present |
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 02/2019 |
| Concourse Financial Group Securities Inc (Fka Proequities Inc) | Houston | TX | 03/2019 | 12/2021 |
| The Leaders Group Inc | Littleton | CO | 01/2022 | Present |
1.) ARCHER INSURANCE TECH - 9/2/21 - 10000 Memorial Drive, Suite 200, Houston, TX 77024 - CEO, Oversee operations, Not Invt Rel, Agency technology company, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) RED INSURANCE GROUP INC - 1/1/2000 - 10000 Memorial Drive, Suite 200, Houston, TX 77024 - Independent Agent, Sales, Sell insurance, Invt Rel, Insurance business, 15 hrs/mo; 5 hrs/mo (during trading hours) 3.) ELITE INSURANCE AGENCY INC - 9/1/2023 - 10000 Memorial Drive, Suite 200, Houston, TX 77024 - 1st Vice President, Oversee operations, now as an employee of Alliant, Not Invt Rel, Insurance business, 100 hrs/mo; 30 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 1/3/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-22 |
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