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Mark Francis Van Valkenburg

Tlg Advisors, Inc.

Summit, NJ

East Longmeadow, MA

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-02-21
  • MA RA
    APPROVED
    Since 2023-02-21

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

296 North Main Street, East Longmeadow, MA 01028 • 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
Lincoln Financial Securities Corporation East Longmeadow MA 07/2008 10/2018
Modern Capital Advisors, Llc Mount Pleasant SC 11/2018 01/2023
Liberty Partners Financial Services, Llc Mount Pleasant SC 11/2018 01/2023
The Leaders Group, Inc. Littleton CO 01/2023 Present
Tlg Advisors, Inc. Littleton CO 01/2023 Present
Frontier Brokerage Insurance Services, Llc Longmeadow MA 01/2023 Present
  • 07/2008 → 10/2018
    Lincoln Financial Securities Corporation
    East Longmeadow, MA
  • 11/2018 → 01/2023
    Mount Pleasant, SC
  • 11/2018 → 01/2023
    Liberty Partners Financial Services, Llc
    Mount Pleasant, SC
  • 01/2023 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2023 → Present
    Littleton, CO
  • 01/2023 → Present
    Frontier Brokerage Insurance Services, Llc
    Longmeadow, MA
Previous Registrations
  • 2018-11-01 → 2021-12-31
    East Longmeadow, MA
    Raleigh, NC
  • 2008-03-05 → 2018-11-05
    Osaic Fs, Inc.
    Springfield, MA
    East Longmeadow, MA
Other Businesses

1.) TLG ADVISORS INC - 1/11/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) FRONTIER BROKERAGE INS SERVICES LLC - 1/11/2023 - 296 N Main Street, East Longmeadow, MA 01028 - Wholesale distribution, wholesale distribution of financial products, Invt Rel, Insurance business, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) M.F. VAN VALKENBURG FINANCIAL SERVICES - 10/9/1999 - 296 N Main Street, East Longmeadow, MA 01028 - Agent, Sale of fixed insurance and annuity products, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 4.) INTEGRATED WEALTH STRATEGIES GROUP - 2/2/2006 - 296 N Main Street, East Longmeadow, MA 01028 - Agent, Sale of fixed insurance and annuity products, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-28
S63 Uniform Securities Agent State Law Examination 1993-10-26
  • S65 Uniform Investment Adviser Law Examination
    2008-01-28
  • S63 Uniform Securities Agent State Law Examination
    1993-10-26
Other Names
  • M. F. Vanvalkenburg
  • Mark Francis Vanvalkenburg

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