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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-01 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Strategic Diversity Solutions, Llc | New York | NY | 07/2008 | Present |
| Capitas Fianancial/Pinnacle | Jacksonville | FL | 05/2010 | Present |
| The Leaders Group, Inc. | Littleton | CO | 06/2010 | Present |
1.) PINNACLE IFS - 5/1/2010 - 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 - Brokerage General Agency, president and chief marketing officer, insurance business, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC. - 6/10/2010 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-21 |
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