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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-14
  • MI RA
    APPROVED
    Since 2025-07-14

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

37060 Garfield Road, Suite T6, Clinton Twp, MI 48036 • 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
Raymond James St Petersburg FL 01/2013 06/2017
Flexera Software Fairview NC 07/2017 12/2021
K1 Strategies Clinton Twp MI 07/2024 Present
Loopingback, Inc Fairview NC 01/2020 12/2022
Wedding Venue Crashers, Inc. Fairview NC 01/2023 06/2024
The Leaders Group Inc Littleton CO 03/2025 Present
  • 01/2013 → 06/2017
    Raymond James
    St Petersburg, FL
  • 07/2017 → 12/2021
    Flexera Software
    Fairview, NC
  • 07/2024 → Present
    K1 Strategies
    Clinton Twp, MI
  • 01/2020 → 12/2022
    Loopingback, Inc
    Fairview, NC
  • 01/2023 → 06/2024
    Wedding Venue Crashers, Inc.
    Fairview, NC
  • 03/2025 → Present
    The Leaders Group Inc
    Littleton, CO
Other Businesses

1.) SIMPLY LEASING LLC - 1/1/23 - 825 Merrimon Avenue, Asheville, NC 28804 - Bookkeeper, Talk with the management company and confirm issues on the houses, Not Invt Rel, Real Estate business, 1 hrs/mo; 0 hrs/mo (during trading hours). 2.) WEDDING VENUE CRASHERS - 1/28/25 - 18 Shady Brook Lane, Fairview, NC 28730 - Bookkeeper, Help wife with this business; do invoicing and books and help on the weekends, Not Invt Rel, CRM Implantation business, 2 hrs/mo; 0 hrs/mo (during trading hours). 3.) K1 STRATEGIES - 7/1/24 - 37060 Garfield Road, Suite T6, Clinton Twp, MI 48036 - Business Development, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 7/14/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
S63 Uniform Securities Agent State Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13
  • S63 Uniform Securities Agent State Law Examination
    2025-04-23

View on SEC IAPD

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