Larry Partida

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 06/2023
  Nylife Securities Llc
  Honolulu, HI
• 02/2015 → 06/2023
  New York Life Insurance Company
  Honolulu, HI
• 07/2011 → Present
  Hawaii Army National Guard
  Kapolei, HI
• 01/2019 → Present
  Independent Insurance Agent
  Kapolei, HI
• 06/2023 → Present
  The Leaders Group Inc
  Littleton, CO

Other Businesses

1.) HAWAII ARMY NATIONAL GUARD - 7/27/2011 - Located in Hawaii - Enlisted soldier, Communication, NCO, operating and maintaining various VHF/UHF satcom equipment, Not Invt Rel, Enlisted soldier, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 1/1/2019 - 91-1012 Kanehoalani Street, #B, Kapolei, HI 96707 - Independent insurance agent, Soliciting various insurance products from various carriers, Not Invt Rel, Insurance business, 40 hrs/mo; 10 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 9/12/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-31

Designations

• Chartered Financial Consultant

Other Names

• Larry Partida
• Larry Partida Iii
• Larry Partida
• Larry Partrida