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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-06-07 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Proessionals Group | Meridian | ID | 11/1981 | 05/2023 |
| Voya Financial Advisors | Foothill Ranch | CA | 09/2014 | 06/2021 |
| Allegis Advisor Group | Sandy | UT | 05/2023 | Present |
1.) ALLEGIS ADVISOR GROUP - 5/1/2023 - Web meeting / phone - Business Development, Life, Annuities, LTC, DI, Wholesaling, not Inv't Rel, Assist advisors in addressing risk management using Life, Annuities, LTC and Disability insurance, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) THE ADVISORS ADVANTAGE LLC - 11/2/1981 - 3597 E Monarch Sky Lane, #240, Meridian, ID 83646 - Insurance agent, Insurance sales, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 6/7/21 - 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). 4.) ELDERCARE REFERRAL PLACEMENT SERVICE - 1/1/2023 - 3597 E. Monarch Sky Lane, #240, Meridian, ID 83646 - Marketing, Not Invt Rel, 30 hrs/mo; 15 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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