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Tlc Group Investment Advisors, LLC CRD 137814
$168M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
270 Walker Drive Suite 201, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tlc Group Investment Advisors, Llc | State College | PA | 03/2006 | Present |
| Leigh Baldwin & Co., Llc | State College | PA | 03/2006 | Present |
LEEWARD WEALTH INC, FIXED INSURANCE AND ANNUITIES; 100% OWNER; NON INVESTMENT RELATED; MINIMAL MARKET HOURS SPENT ON THIS ACTIVITY PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-09 |
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