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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-01-04 |
Branch Locations
185 N Main Street, Collierville, TN 38017 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cordova | TN | 07/2012 | 09/2019 |
| Advantage Investment Management Llc | Cedar Rapids | IA | 01/2009 | 09/2019 |
| Mas Advisors Llc (And Its Affiliate Mas Life Services Llc) | Collierville | TN | 10/2019 | 01/2023 |
| Tlg Advisors Inc | Littleton | CO | 01/2023 | Present |
1.) INDEPENDENT INSURANCE AGENT- 1/6/2000 - 185 N Main Street, Collierville, TN 38017 - Agent/Broker, Sell non variable life and DI insurance, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-01 |
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