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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-09-05
  • MD RA
    APPROVED
    Since 2023-09-05

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

6406 Ivy Lane Suite 220, Greenbelt, MD 20770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets, Inc. Washington DC 05/2007 03/2019
Betz Financial Advisory, Llc Greenbelt MD 04/2019 Present
The Leaders Group, Inc. Littleton CO 03/2020 Present
  • 05/2007 → 03/2019
    Washington, DC
  • 04/2019 → Present
    Betz Financial Advisory, Llc
    Greenbelt, MD
  • 03/2020 → Present
    The Leaders Group, Inc.
    Littleton, CO
Previous Registrations
Other Businesses

1.) WOODLAWN BAPTIST CHURCH - 1/7/2020 - 5001 Church Road, Bowie, MD 20720 - Pastor - Speaker, occasional funeral/wedding service, oversight of small volunteer staff, Not Invt Rel, Church business, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) BETZ FINANCIAL ADVISORY, LLC - 4/1/2019 - 6406 Ivy Lane, Suite 220, Greenbelt, MD 20770 - Wealth Planning Consultant, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 3/9/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) BFA WEALTH PARTNERS - 9/1/2025 - 6406 Ivy Lane, Suite 220, Greenbelt, MD 20770 - Life insurance Point of Sale Specialist for Betz Financial Advisory LLC, Life insurance, Long Term Care and disability income planning, Not Invt Rel, Insurance Business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-25
S63 Uniform Securities Agent State Law Examination 2000-07-25
  • S65 Uniform Investment Adviser Law Examination
    2008-07-25
  • S63 Uniform Securities Agent State Law Examination
    2000-07-25

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