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Tlg Advisors, Inc. CRD 111052
$2.30B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-18 |
Branch Locations
201 King Of Prussia Road, Radnor, PA 19087 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Cyberspace | Philadelphia | PA | 05/2011 | 12/2017 |
| Pruco Securities, Llc. | Wyomissing | PA | 01/2018 | 01/2023 |
| Prudential Insurance Company Of America | Wyomissing | PA | 02/2018 | 01/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 04/2023 | 02/2026 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2023 | 02/2026 |
| The Leaders Group, Inc, Dba: Simplicity Investments | Summit | NJ | 03/2026 | Present |
| Levy's Financial Services | Radnor | PA | 01/2018 | Present |
1.) Levy's Financial Services - 1/1/2018 - 201 King of Prussia Road, Radnor, PA 19087 - Agent, Enroll Medicare eligible Individuals into Medicare and write Auto & Home insurance policies, not Invt Rel, Medicare and P&C Insurance, 40 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 3/17/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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