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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-09-01 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Leaders Group, Inc. | Summit | NJ | 06/2009 | Present |
| Capitas Financial Llc | Jacksonville | FL | 06/2009 | Present |
1.) PINNACLE GROUP - 6/1/2009 - 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville FL 32258 - Agent & Partner/Owner, as agent-pinnacle serves our back office and marketing support roles to provide and service life insurance and annuity products for our clients, as partner/owner-passive role only, life insurance & annuity brokerage services, Invt Rel, 10 hrs/mo;10 hrs/mo (during trading hours). 2.) RENTAL REAL ESTATE MGMT - 1/1/1998 - 2801 Windy Ridge Pkwy SE, Atlanta, GA 30339 - Owner & Ppty Mgmt, marketing and managing residential real estate for short term rental, short term rental & property management, Not Invt Rel, 10 hrs/mo;5 hrs/mo (during trading hours). 3.) STRATEGIC BUNDLES/MY STRATEGIC BUNDLES LLC - 6/15/2009 - 1479 Falkirk Lane, NW Kennesaw, GA 30152 - Ins Brokerage General Agent/Partner, financial advisory services including fee based asset management and the sale and servicing of life insurance and annuity products to the consumer marketplace, financial advisory services including fee based asset management and the sale and servicing of life insurance and annuity products to the consumer marketplace, Invt Rel, 80 hrs/mo;70 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 8/27/2009 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo;10 hrs/mo (during trading hours). 5.) A3 LLC - 1/1/2008 - 2801 Windy Ridge Pkwy SE, Atlanta, GA 30339 - General Partner-Owner, Short Term Rental and Investor, Real Estate Investment & Short Term Rental Property Management, Not Invt Rel, 1 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-13 |
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