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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-02
  • IN RA
    APPROVED
    Since 2026-01-02

Branch Locations

1301 S Harrison Street, Fort Wayne, IN 46802 • 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
Student Vienna VA 09/2013 07/2017
Coastal Carolina University Conway SC 08/2017 07/2018
College Student At Virginia Tech Blacksburg VA 08/2018 05/2021
Global Advisor Group Reston VA 07/2021 04/2022
Lpl Financial Llc Reston VA 11/2020 01/2021
Hopwood Financial Services, Inc. Reston VA 04/2022 05/2025
Lincoln Financial Distributors Fort Wayne IN 06/2025 Present
Simplicity Investments Summit NJ 01/2026 Present
  • 09/2013 → 07/2017
    Student
    Vienna, VA
  • 08/2017 → 07/2018
    Coastal Carolina University
    Conway, SC
  • 08/2018 → 05/2021
    College Student At Virginia Tech
    Blacksburg, VA
  • 07/2021 → 04/2022
    Global Advisor Group
    Reston, VA
  • 11/2020 → 01/2021
    Lpl Financial Llc
    Reston, VA
  • 04/2022 → 05/2025
    Reston, VA
  • 06/2025 → Present
    Lincoln Financial Distributors
    Fort Wayne, IN
  • 01/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
Other Businesses

1.) PUBLIC PARTNERSHIPS - 8/1/2016 - 2420 Barbour Road, Falls Church, VA 22043 - Mentor, Assist in the caretaking of an adult with special needs, including eating/socializing and broad development, Not Invt Rel, Mentoring, 24 hrs/mo; 0 hrs/mo (during trading hours). 2.) LINCOLN FINANCIAL - 4/1/2025 - 1301 S Harrison Street, Fort Wayne, IN 46802 - Retirement Consultant, Consulting/Sales, Invt Rel, Ins business, 160 hrs/mo; 160 hrs/mo (during trading hours) 3.) TLG ADVISORS - 1/2/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-19
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2025-07-19
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
Designations

View on SEC IAPD

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