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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-10 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
Atlanta, GA • 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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Atlanta | GA | 07/2003 | 01/2025 |
| Orion Financial Associates | Atlanta | GA | 07/2003 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2025 | Present |
1.) ORION FINANCIAL ASSOCIATES LLC - 7/3/03 - 466 Kelly Street SE, Atlanta, GA 30312 - Financial Planner, Gather data and assess goals, quantify accumulation needs, analyze cash flow and efficient money strategies, establish retirement goals & analyze factors affecting outcomes on wealth-building goals, gather info regarding estate plan & determine docs needed, Not Invt Rel, Financial strategy development, 45 hrs/mo; 20 hrs/mo (during trading hours). 2.) ATLANTA SMALL COMPANIES INS dba KAREN POWELL AGENT - 7/21/03 - 466 Kelly Street SE, Atlanta, GA 30312 - Insurance Agent, Analyze need and goals of client for risk protection; compare various options & insurance company offers; propose coverage & guide client through app process until delivery; review existent policies; review business life insurance needs, Not Invt Rel, Insurance business, 15 hrs/mo; 5 hrs/mo (during trading hours). 3.) ATLANTA SMALL COMPANIES LLC - 11/1/07 - 466 Kelly Street SE, Atlanta, GA 30312 - Manager & Cash Flow Specialist, Manage personal rental properties; screen tenants; review strategies & coach business owners regarding cash flow & profit strategies, Not Invt Rel, Rental Mgmt, 20 hrs/mo; 0 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 1/24/2025 - 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 | 1996-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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