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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-07 |
Branch Locations
3333 Wilshire Blvd, Suite 800, Los Angeles, CA 90010 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc | Los Angeles | CA | 08/2016 | 12/2021 |
| The Prudential Insurance Company Of America | Los Angeles | CA | 12/2016 | 12/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2022 | 06/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2022 | 06/2024 |
| Ameritas Life Insurance Company | Lincoln | NE | 03/2022 | 06/2024 |
| Applied General Agency | Moreno Valley | CA | 01/2018 | 06/2024 |
| Emp Financial Network | Los Angeles | CA | 01/2022 | Present |
| Independent Medicare Sales Agent | Moreno Valley | CA | 01/2018 | Present |
| Independent Insurance Agent | Los Angeles | CA | 01/2022 | Present |
| The Leaders Group Inc | Littleton | CO | 06/2024 | Present |
1.) EMP FINANCIAL NETWORK - 1/1/2022 - 3333 Wilshire Blvd, Suite 800, Los Angeles, CA 90010 - Executive Vice President, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 1/1/2022 - 3333 Wilshire Blvd, Suite 800, Los Angeles, CA 90010 - Insurance agent, Sell life insurance, Not Invt Rel, Insurance business, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) INDEPENDENT MEDICARE SALES AGENT - 1/1/2018 - 15220 Legendary Drive, Moreno Valley, CA 92555 - Sales Agent, Sell medicare plan products to seniors, Not Invt Rel, Medicare product sales, 4 hrs/mo; 0 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 6/7/2024 - 475 Springfield Avenue, Summit, NJ 07901- IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-07 |
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