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Catrina Renee Beauchamp

Tlg Advisors, Inc.

Kingwood, TX

Summit, NJ

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-20
  • TX RA
    APPROVED
    Since 2023-04-20

Branch Locations

1202 Regal Shores Court, Kingwood, TX 77345 • United States

475 Springfield Ave, Summit, NJ 07901 • 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
Investors Preferred Life Insurance Company Houston TX 04/2014 10/2016
Mas Life Services Llc Houston TX 05/2018 01/2020
Mas Advisors Llc Miami FL 02/2020 10/2020
Investors Preferred Life Management, Llc Houston TX 10/2016 05/2018
Boulevard Family Wealth Beverly Hills CA 11/2020 10/2022
Bobcat Business Ventures Kingwood TX 01/2021 Present
The Leaders Group Inc Littleton CO 12/2022 Present
Investors Preferred Houston TX 04/2014 10/2016
Investors Preferred Life Management Llc Houston TX 10/2016 05/2018
  • 04/2014 → 10/2016
    Investors Preferred Life Insurance Company
    Houston, TX
  • 05/2018 → 01/2020
    Mas Life Services Llc
    Houston, TX
  • 02/2020 → 10/2020
    Miami, FL
  • 10/2016 → 05/2018
    Investors Preferred Life Management, Llc
    Houston, TX
  • 11/2020 → 10/2022
    Boulevard Family Wealth
    Beverly Hills, CA
  • 01/2021 → Present
    Bobcat Business Ventures
    Kingwood, TX
  • 12/2022 → Present
    The Leaders Group Inc
    Littleton, CO
  • 04/2014 → 10/2016
    Investors Preferred
    Houston, TX
  • 10/2016 → 05/2018
    Investors Preferred Life Management Llc
    Houston, TX
Previous Registrations
  • 2020-11-10 → 2022-10-27
    Boulevard Family Wealth
    Kingwood, TX
    Beverly Hills, CA
  • 2020-04-10 → 2020-10-23
    Kingwood, TX
Other Businesses

1.) BOBCAT BUSIENSS VENTURES LLC - 1/1/2021 - 1202 Regal Shores Court, Kingwood, TX 77345 - President, educating advisors and clients on life insurance - not variable, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/20/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hr/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-07
  • S65 Uniform Investment Adviser Law Examination
    2020-02-07
Other Names
  • Catrina Renee Vian
  • Catrina Renee Winters

View on SEC IAPD

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