James Andrew Tanksley

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dalton, GA
• 08/2019 → 08/2022
  Bank Of America, N.A.
  Dalton, GA
• 02/2017 → 09/2019
  American Advisors Group
  Kennesaw, GA
• 01/2017 → 03/2017
  Nicepak
  Jonesboro, AR
• 10/2016 → 01/2017
  Arkansas Glass Container Corporation
  Jonesboro, AR
• 11/2015 → 09/2016
  John 3:16 Ministries
  Charlotte, AR
• 01/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 08/2022 → Present
  Tarkenton Financial
  Atlanta, GA

Previous Registrations

• 2020-12-16 → 2022-08-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kennesaw, GA
  New York, NY
  Dalton, GA
  Lilburn, GA
  Marietta, GA

Other Businesses

1.) TARKENTON FINANCIAL - 8/19/2022 - 3340 Peachtree Road NE, Suite 2300, Atlanta, GA 30326 - VP of Annuity Sales, Annuity sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/10/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11

Other Names

• James Tanksley
• J Tanksley