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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-25 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Mt Airy, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 10/2014 | 12/2016 |
| State Of Maryland | Annapolis | MD | 01/2015 | 01/2023 |
| Independent Insurance Agent | Mt Airy | MD | 01/1982 | Present |
| The Leaders Group Inc | Littleton | CO | 08/2022 | Present |
1.) FORESTRY - 9/11/1982 - 12775 Barnett Drive, Mt. Airy, MD 21771 - Owner/Manager, Pay the taxes and manage property, Not Invt Rel, Land real estate, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) RENTAL PROPERTY - 2/1/2021 - Waterside Community, Frederick, MD 21701 - Owner/Manager, Deal with tenants, lease properties, help with maintenance, Not Invt Rel, Real Estate business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) INDEPENDENT INSURANCE AGENT - 1/4/1982 - 1618 Rising Ridge Road, Mt Airy, MD 21771 - Proprietor/Licensee, Sales and service, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 2/25/2025 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10hrs/mo; 10 hrs/mo (during trading hours). 5.) FREDERICK HEALTH - 8/25/2025 - 400 West Seventh Street, Frederick, MD 21701 - Unpaid Trustee, Monocacy Insurance, LTD is a subsidiary of Frederick Health, the local hospital. Monocacy is an off-shore self-insurance holding company based in the Cayman Islands. Malpractice and cyber risks are covered, Not Invt. Rel, Insurance Business, 8 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-20 |
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