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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
1420 Kettner Blvd, Suite 201, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employment | San Diego | CA | 01/2022 | Present |
| Holdsworth & Co | Pasadena | CA | 07/2018 | 12/2021 |
| Jag Legacy & Ins Solutions | San Diego | CA | 10/2023 | Present |
| The Leaders Group Inc | Littleton | CO | 04/2024 | Present |
| Self Employed | San Diego | CA | 12/2012 | 06/2018 |
| Pitch It Forward | San Diego | CA | 01/2013 | 12/2018 |
| Miracle League Of San Diego | San Diego | CA | 01/2005 | Present |
1.) JAG LEGACY & INS SOLUTIONS - 10/1/2023 - 1420 Kettner Blvd, Suite 201, San Diego, CA 92101 - Independent Insurance Agent, Sales, contact prospective customers, educate about products for which I hold a respective insurance license and have proper certification, process applications, provide continual customer service, Not Invt Rel, Insurance business, 120 hrs/mo; 120 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 5/22/2025 - 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 | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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