Best Investors Account Sign in
Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-15
  • IL RA
    APPROVED
    Since 2023-03-15

Branch Locations

Naperville, IL • 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
Mass Mutual Life Insurance Co Chicago IL 06/2018 02/2019
Mml Investors Services, Llc Chicago IL 09/2018 02/2019
Unemployed Naperville IL 03/2003 06/2018
Morgan Stanley Oak Brook IL 06/2019 03/2021
Unemployed Naperville IL 03/2019 05/2019
Morgan Stanley Private Bank, N.A. New York NY 06/2019 03/2021
Independent Insurance Agent Naperville IL 06/2018 Present
The Leaders Group Inc Littleton CO 03/2023 Present
  • 06/2018 → 02/2019
    Mass Mutual Life Insurance Co
    Chicago, IL
  • 09/2018 → 02/2019
    Mml Investors Services, Llc
    Chicago, IL
  • 03/2003 → 06/2018
    Unemployed
    Naperville, IL
  • 06/2019 → 03/2021
    Oak Brook, IL
  • 03/2019 → 05/2019
    Unemployed
    Naperville, IL
  • 06/2019 → 03/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2018 → Present
    Independent Insurance Agent
    Naperville, IL
  • 03/2023 → Present
    The Leaders Group Inc
    Littleton, CO
Previous Registrations
Other Businesses

1.) INDEPENDENT AGENT - 6/19/18 - 24358 Ainsdale Court, Naperville, IL 60564 - Sell insurance products, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 2.) RNT LLC dba BONAVENTURE SOLUTIONS - 1/20/2004 - 24358 Ainsdale Court, Naperville, IL 60564 - Member, No Duties, Not Invt Rel, LLC to run comp through, 0 hrs/mo; 0 hrs/mo (during trading hours) 3.) BONAVENTURE SOLUTIONS - 4/6/2021 - 24358 Ainsdale Court, Naperville, IL 60564 - Founder - Sales, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 3/15/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-26
  • S66 Uniform Combined State Law Examination
    2019-07-26
Other Names
  • Renee Wolfe

View on SEC IAPD

More in Naperville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor