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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-23 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
18801 Ventura Blvd Suite 207, Tarzana, CA 91356 • 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. | Littleton | CO | 03/2011 | Present |
| Zey Financial Group Inc | Tarzana | CA | 01/2015 | Present |
1.) ZEY FINANCIAL GROUP INC - 1/1/2015 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Insurance Agent/Financial Consultant, selling life/long term care/ disability ins products, traditional life, disability and LTC insurance sales, Not Invt Rel, 20 hrs/mo; 5 hrs/mo (during trading hours). 2.) PFR ADVISORS - 1/3/2000 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Agent, sales of traditional fixed insurance products (life, disability, LYC, group health), various outside fixed insurance business (Pacificare 2001 health insurance; Anthem Blue Cross 2003 health insurance; Mass Mutual 2003 group disability insurance; Aetna health insurance 2004; Health Net health insurance 2008; Standard of Oregon DI, Not Invt Rel, 4 hrs/mo;0 hrs/mo (during trading hours). 3.) AUBURN FINANCIAL INC - 1/1/2015 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - Financial Consultant/Ins Agent, selling traditional life and long term care products, selling traditional life and long term care products, Not Invt Rel, 20 hrs/mo; 5 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 4/23/2012 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) TOTAL FINANCIAL - 1/1/2011 - 300 Corporate Pointe, Suite 250, Culver City, CA 90230 - Insurance agent, Place traditional life, LTC and DI insurance through them, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 6.) ALFA SOLUTIONS MANAGEMENT - 1/1/2022 - 2120 University Park Drive, Okemos, MI 48864 - Insurance agent, Place fixed annuity and LTC through them, Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 7.) LAN FINANCIAL SERVICES, INC - 10/15/2025 - 18801 Ventura Blvd, Ste 207, Tarzana, CA 91356 - Owner, Owner of the company working with individuals, Families and small businesses delivering solutions for health insurance, traditional life, disability and LTC, Not Invt Rel, Insurance Business, 10 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-04 |
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