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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-16 |
Branch Locations
1200 Cottonwood Creek Trail, Suite 800, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Insurance Group | Hartford | CT | 03/1996 | 01/2021 |
| Reynolds Financial Group | Cummings | GA | 04/1997 | Present |
| Voya Financial Advisors | Cumming | GA | 09/2014 | 01/2021 |
| Vip Insurance | Cedar Park | TX | 08/2015 | Present |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | Present |
1.) VIP INSURANCE - 8/1/2015 - 1200 Cottonwood Creek Trail, Cedar Park, TX 78613 - Business Development Director, Sales and marketing to agents and advisors, Invt Rel, Insurance business, 160 hrs/mo; 0 hrs/mo (during trading hours). 2.) REYNOLDS FINANCIAL GROUP INC - 4/1/1997 - 5725 Woodstone Drive, Cummings, GA 30028 - Owner/President, Sales & service, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 2/18/2021 - 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 | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-19 |
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