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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-23
  • TX RA
    APPROVED
    Since 2020-03-23

Branch Locations

Port Aransas, TX • 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
Nationwide Insurance Company Columbus OH 05/1999 12/2016
Nationwide Securities, Inc. Columbus OH 05/2002 03/2020
Nationwide Financial Dripping Springs TX 06/2016 03/2020
The Leaders Group, Inc. Littleton CO 03/2020 Present
Ingenium Financial, Llc Port Aransas TX 02/2020 Present
  • 05/1999 → 12/2016
    Nationwide Insurance Company
    Columbus, OH
  • 05/2002 → 03/2020
    Nationwide Securities, Inc.
    Columbus, OH
  • 06/2016 → 03/2020
    Nationwide Financial
    Dripping Springs, TX
  • 03/2020 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 02/2020 → Present
    Ingenium Financial, Llc
    Port Aransas, TX
Previous Registrations
  • 2013-01-25 → 2020-03-27
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Lewis Center, OH
    Charlotte, NC
    Dublin, OH
    Columbus, OH
    Austin, TX
    Colleyville, TX
    Dripping Springs, TX
    San Antonio, TX
    Little Elm, TX
    Fort Worth, TX
    San Antonio, TX
    Grapevine, TX
Other Businesses

1.) INGENIUM FINANCIAL, LLC - 02/13/2020 - 256 Nautilus, Port Aransas, TX 78373 - Owner/Agent/Planner/Engaging the public in the sale of insurance products and fee based financial planning, Invt Rel, Insurance Sales, 150 hrs/mo; 150 hrs/mo (during trading hours). 2.) ASH BROKERAGE - 04/01/2018 - 256 Nautilus, Port Aransas, TX 78373 - Agent, working with clients to place products through Ash Brokerage, Not Invt Rel, Fixed insurance sales, 5 hrs/mo; 5 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 3/23/2020 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) Crossroads Insurance Agency - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Referring agent, refer people to to Crossroads for their health insurance needs, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 5.) Ethos Technologies - 3/15/2021 - 256 Nautilus, Port Aransas, TX 78373 - Lead referrer, I direct prospects to the Ethos for traditional insurance products, insurance business, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 6.) Peak Pro Financial - 12/2/21 -7979 E Tufts Avenue, Suite 1050, Denver, CO 80237 - Writing Agent, Market service to prospects, Fixed Insurance Broker, not inv't rel, 2 hrs/mo; 2 hrs/mo (during trading hours). 7.) Back 9 Insurance - 7/20/23 - 310N Westlake Blvd., Ste 240, Westlake Village, CA 91362 - Selling Agent, Market and sell product for placement, Insurance business, Not Invt Rel, 3 hrs/mo; 2 hrs/mo (during trading hours). 8.) FINE ART AMERICA - 10/20/2025 - 256 Nautilus Port Aransas, TX 78373 - Photographer, On-Demand art Printing, Taking photographs and uploading to platform, Not Invt Rel, 1 hr/mo; 0 hr/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-19
S63 Uniform Securities Agent State Law Examination 2002-11-07
  • S66 Uniform Combined State Law Examination
    2012-12-19
  • S63 Uniform Securities Agent State Law Examination
    2002-11-07
Designations

View on SEC IAPD

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