Best Investors Account Sign in
Claim This Profile
Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

1441 Brickell Avenue Suite 1520, Miami, FL 33131 • 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
Insight Securities Inc. Highland Park IL 10/2016 12/2016
Not Registered Miami FL 07/2016 09/2016
Insight Securities Inc Highland Park IL 07/2017 12/2024
Passerelle Advisors, Llc Miami FL 12/2016 06/2017
Insight Securities Inc. Miami FL 12/2018 07/2020
The Leaders Group, Inc. Littleton CO 07/2020 Present
Passerelle Solutions Miami FL 07/2020 Present
  • 10/2016 → 12/2016
    Highland Park, IL
  • 07/2016 → 09/2016
    Not Registered
    Miami, FL
  • 07/2017 → 12/2024
    Highland Park, IL
  • 12/2016 → 06/2017
    Passerelle Advisors, Llc
    Miami, FL
  • 12/2018 → 07/2020
    Miami, FL
  • 07/2020 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 07/2020 → Present
    Passerelle Solutions
    Miami, FL
Previous Registrations
  • 2017-09-14 → 2024-12-13
    Miami Beach, FL
    Highland Park, IL
    El Paso, TX
    Miami, FL
    Miami, FL
  • 2016-06-09 → 2016-06-22
    Efg Capital Advisors Inc.
    Miami, FL
  • 2016-06-09 → 2016-06-22
    Miami, FL
  • 2011-03-17 → 2014-11-06
    Efg Capital Advisors Llc
    Miami, FL
  • 2004-05-10 → 2007-10-23
    Ubs International Inc.
    New York, NY
    Miami, FL
  • 2004-01-22 → 2004-03-23
    Morgan Stanley Dw Inc.
    Atlanta, GA
Other Businesses

1.) PASSARELLE SOLUTIONS - 7/27/2020 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - SVP - Life insurance sales, Advising, structuring and analysis of life insurance solutions, Not Invt Rel, Insurance sales, 60 hrs/mo; 0 hrs/mo (during trading hours). 2.) PASSERELLE ADVISORS - 12/1/2016 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - Managing Partner, Managing partner, Invt Rel, RIA business, 2 hrs/mo; 0 hrs/mo (during trading hours). 3.) PASSERELLE PARTNERS - 12/14/2015 - 1441 Brickell Avenue, Suite #1520, Miami, FL 33131 - Managing Partner, Managing partner, Not Invt Rel, Insurance sales, 60 hrs/mo; 0 hrs/mo (during trading hours). 4.) TLG Advisors - 11/5/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-16
  • S66 Uniform Combined State Law Examination
    2010-12-16
Other Names
  • Fernando Pou

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor