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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-10 |
Branch Locations
3388 Founders Road Suite 100, Indianapolis, IN 46268 • 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 |
|---|---|---|---|---|
| Domtar | Indianapolis | IN | 10/2007 | 06/2017 |
| Allison Payment Systems Llc | Indianapolis | IN | 07/2017 | 03/2023 |
| Mack Financial | Indianapolis | IN | 03/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 12/2024 | Present |
1.) MACK FINANCIAL - 12/9/2024 - 3388 Founders Road, Suite 100, Indianapolis, IN 46268 - Senior Partner, Life insurance business sales, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 8/1/2024 - 3388 Founders Road, Suite 100, Indianapolis, IN 46268 - Sales, Selling term life insurance, Not Invt Rel, Insurance business sales, 165 hrs/mo; 160 hrs/mo (during trading hours). 3.) MACK FINANCIAL GROUP - 3/20/2023 - 3388 Founders Road, Suite 100, Indianapolis, IN 46268 - Sales & Marketing of Insurance products, Life and Disability Insurance, Sales and Marketing of insurance products and customer support, Not Invt Rel, Insurance Business, 400 hrs/mo; 400 hrs/mo (during trading hours). 4.) TLG Advisors Inc - 10/10/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
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