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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-21 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 07/2016 | 07/2019 |
| Mwa Financial Services Inc | Rock Island | IL | 02/2017 | 07/2019 |
| Mml Investors Services | Boston | MA | 07/2019 | 02/2023 |
| Mass Mutual Life Insurance Company | Boston | MA | 05/2019 | 02/2023 |
| Forefront Insurance Partners | Austin | TX | 02/2023 | 12/2023 |
| The Leaders Group Inc | Littleton | CO | 02/2023 | Present |
| Elb Financial Solutions | Haverhill | MA | 02/2023 | Present |
1.) ELB FINANCIAL SOLUTIONS - 2/1/2023 - Elisabeth L Brady - Independent insurance agent (Life/DI/LTC/Medicare), Solicit and place various Life & Health insurance coverage, Invt Rel, Insurance business, 20 hrs/mo; 10 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 11/3/2023 -475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-18 |
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