Daniel James Thompson

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 02/2006 → Present
  Tlg Advisors, Inc.
  Littleton, CO
• 01/2005 → 07/2018
  Monti, Thompson & Getty
  Wexford, PA
• 07/2018 → Present
  Cantilever Wealth Management, Llc
  Pittsburgh, PA
• 07/2018 → Present
  Union Bridge Capital
  Pittsburgh, PA

Other Businesses

1.) DANIEL J THOMPSON JD - 7/1/2018 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Attorney, Attorney/Family Advocate, Legal advice, Not Invt Rel, Legal business, 10 hrs/mo; 2 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/1/2002 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, IAR Rep, Invt Rel, IAR Business, 100 hrs/mo; 100 hrs/mo (during trading hours). 3.) INSURANCE SALES - 6/1/2013 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Sales, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 4.) UNION BRIDGE CAPITAL - 7/1/18 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - Principal - Manage Firm, provide financial planning/wealth management services to clients, Invt Rel, Wealth Management 100 hrs/mo; 100 hrs/mo (during trading hours). 5.) CANTILEVER WEALTH MANAGEMENT LLC - 7/1/2018 - 800 Waterfront Drive, 3rd Floor, Pittsburgh, PA 15222 - President, Investment Business, Sales, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 6.) CANTILEVER WEALTH MANAGEMENT, LLC - 7/1/2018 - 800 WATERFRONT DR, 3RD FL, PITTSBURGH, PA 15222 - MEMBER, INVESTMENT MANAGEMENT, INV'T REL, MANAGEMENT OF BUSINESS, INVESTMENT MANAGEMENT FOR CLIENTS, 100 hrs/mo; 100 hrs/mo (during trading hours). 7.) LEGAL SERVICES, REG D RAISE - 2/1/2026 - 44 Abele Rd, Bridgeville, PA 15017 - Lawyer, Soliciting fundraise, Not Invt Rel, 20 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-01
• S63 Uniform Securities Agent State Law Examination
  1996-08-16

Other Names

• Daniel James Thompson
• Daniel J Thompson