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Current Employers
Bonsai Advisors Llc

1406 Pearl Street, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-06
TN RA APPROVED 2026-03-06
  • CO RA
    APPROVED
    Since 2026-03-06
  • TN RA
    APPROVED
    Since 2026-03-06

Branch Locations

1406 Pearl Street, Boulder, CO 80302 • United States

Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-04-26
  • MN RA
    APPROVED
    Since 2022-04-26

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

1630 30Th Street, Suite A227, Boulder, CO 80301 • 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
Unemployed Minneapolis MN 03/2016 03/2017
Farmers Insurance Eagan MN 03/2017 05/2017
Unemployed Minneapolis MN 05/2017 06/2017
Axa Advisors, Llc New York NY 06/2017 06/2018
Gradient Advisors, Llc Arden Hills MN 07/2018 06/2019
Gradient Securities, Llc Arden Hills MN 01/2019 06/2019
The Leaders Group, Inc. Littleton CO 09/2019 12/2021
Sons Of Norway Minneapolis MN 08/2019 10/2021
Unemployed Minneapolis MN 06/2019 08/2019
Polish Falcons Of America Pittsburg PA 03/2022 08/2024
The Leaders Group Inc Littleton CO 04/2022 07/2026
Bonsai Llc Boulder CO 09/2024 Present
Bonsai Advisors Llc Boulder CO 02/2026 Present
Purshe Kaplan Sterling Investments Albany NY 07/2026 Present
  • 03/2016 → 03/2017
    Unemployed
    Minneapolis, MN
  • 03/2017 → 05/2017
    Farmers Insurance
    Eagan, MN
  • 05/2017 → 06/2017
    Unemployed
    Minneapolis, MN
  • 06/2017 → 06/2018
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → 06/2019
    Arden Hills, MN
  • 01/2019 → 06/2019
    Gradient Securities, Llc
    Arden Hills, MN
  • 09/2019 → 12/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 08/2019 → 10/2021
    Sons Of Norway
    Minneapolis, MN
  • 06/2019 → 08/2019
    Unemployed
    Minneapolis, MN
  • 03/2022 → 08/2024
    Polish Falcons Of America
    Pittsburg, PA
  • 04/2022 → 07/2026
    The Leaders Group Inc
    Littleton, CO
  • 09/2024 → Present
    Bonsai Llc
    Boulder, CO
  • 02/2026 → Present
    Boulder, CO
  • 07/2026 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1.) TLG ADVISORS INC - 4/26/2022 - 475 Springfield Avenue, Summit, NJ- IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) BONSAI LLC - 9/1/2024 - 1630 30th Street, Suite A-227, Boulder, CO 80301- Sales, Overseeing internal sales, Not Invt Rel, 160 hrs/mo; 130 hrs/mo (during trading hours). 3.) Rental Property - 01/2005 - Owner, maintains and approves renters. Not investment related, 1 hour/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-16
S63 Uniform Securities Agent State Law Examination 1998-03-05
  • S65 Uniform Investment Adviser Law Examination
    2017-08-16
  • S63 Uniform Securities Agent State Law Examination
    1998-03-05
Designations
Other Names
  • Jared Paul Gostanczik
  • Jared Gostanczik

View on SEC IAPD

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