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56 Hunter Street Suite 230, Apex, NC 27502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-11 |
| KS | RA | APPROVED | 2025-06-04 |
| FL | RA | APPROVED | 2024-09-19 |
| MD | RA | APPROVED | 2024-07-23 |
| VA | RA | APPROVED | 2024-06-15 |
| MS | RA | APPROVED | 2023-05-05 |
| CA | RA | APPROVED | 2022-04-12 |
| TX | RA | APPROVED | 2022-04-10 |
| AL | RA | APPROVED | 2018-11-02 |
| NC | RA | APPROVED | 2018-09-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Raleigh | NC | 01/2014 | 08/2018 |
| Mml Investors Services | Raleigh | NC | 02/2014 | 08/2018 |
| Business-Owner Strategies Group, Llc | Apex | NC | 09/2016 | 12/2020 |
| Business-Owner Strategies Group, Llc | Apex | NC | 08/2018 | Present |
| Tla Group, Inc | Apex | NC | 10/2020 | Present |
(1) NAME: n/a; INV REL: Yes; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Sale of life, disability, long-term care, and related insurance products.; POSITION: Sole Prop; START DATE: 12/2007; HR/MO DURING TRADING: 10; HR/MO OUTSIDE TRADING: 0; DUTIES: Sales (2) NAME: TLA Group, Inc.; INV REL: Yes; ADDRESS: 56 Hunter St Ste 230, Apex, NC 27502; NATURE: Non-operating company which owns a minority position in BSG Advisers; POSITION: President; START DATE: 10/2020; HR/MO DURING TRADING: 0; HR/MO OUTSIDE TRADING: 0; DUTIES: Management (3) NAME: n/a; INV REL: Yes; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Property rental; POSITION: Sole Prop; START DATE: 06/2008; HR/MO DURING TRADING: 0; HR/MO OUTSIDE TRADING: 5; DUTIES: Manage personally-owned rental properties (4) NAME: Legal Shield; INV REL: No; ADDRESS: 5506 Cary Glen Blvd, Cary, NC 27519; NATURE: Multi-level marketing; POSITION: Sole Prop; START DATE: 05/2015; HR/MO DURING TRADING: 2; HR/MO OUTSIDE TRADING: 1; DUTIES: Sell prepaid legal service subscriptions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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