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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-22 |
Branch Locations
244 W Water Street, Suite 204, Elmira, NY 14901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Vestal | NY | 12/2018 | 01/2024 |
| Reliance Fence Company Inc. | Vestal | NY | 10/2014 | 08/2019 |
| Prudential Insurance Company Of America | Vestal | NY | 08/2019 | 01/2024 |
| The Leaders Group Inc | Summit | NJ | 01/2024 | Present |
| Bka Financial | Summit | NJ | 01/2024 | Present |
1.) BKA FINANCIAL - 1.1.24 - 475 Springfield Avenue, Summit, NJ 07901 - Senior Internal Partner, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/22/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) SIMPLICITY GROUP - 3/31/2026 - 475 Springfield Avenue, Summit, NJ 07901 - Senior Internal Partner, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-10 |
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