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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-11-30
  • PA RA
    APPROVED
    Since 2015-11-30

Branch Locations

310 Grant Street, Suite 920, Pittsburgh, PA 15219 • 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
Life Brokerage Corp T/A Underwriters Bro Pittsburg PA 04/1979 Present
Underwriters Brokerage Service-Health Di Pittsburg PA 11/1980 Present
The Leaders Group Inc Littleton CO 10/2015 Present
  • 04/1979 → Present
    Life Brokerage Corp T/A Underwriters Bro
    Pittsburg, PA
  • 11/1980 → Present
    Underwriters Brokerage Service-Health Di
    Pittsburg, PA
  • 10/2015 → Present
    The Leaders Group Inc
    Littleton, CO
Previous Registrations
Other Businesses

1.) INDEPENDENT INSURANCE AGENT - 1/1/1980 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Independent Insurance Agent, Sales of insurance products, personal insurance sales (life, DI, LTC, fixed annuity), Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PROFESSIONAL LIFE ADVISORS NETWORK DBA FOR WHOLESALE MEMBER AGENCY - 6/5/2008 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Our Brokerage Agency is a Member of PLAN, Wire house point of sale, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) UNDERWRITERS BROKERAGE SERVICE - 4/1/1979 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Owner, DBA for insurance, Wholesale insurance which can include VUL, Invt Rel, 150 hrs/mo; 150 hrs/mo (during trading hours). 4.) LIBRA Insurance Partners - 1/16/2020 - Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - My BGA is a member firm in this IMO, Members meeting, Not Inv't Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 5.) THE LRM GROUP - 6/15/2017 -Two Gateway Center, 603 Stanwix Street, Suite 1655, Pittsburgh, PA 15222 - Partner, Admin and sales marketing, Insurance brokerage and point of sale focused on working with fee based and fee only advisors, Not Invt Rel, 20 hrs/mo; 20 hrs/mo (during trading hours). 6.) TLG ADVISORS INC - 11/30/2015 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-11
S63 Uniform Securities Agent State Law Examination 1994-08-04
  • S65 Uniform Investment Adviser Law Examination
    2004-11-11
  • S63 Uniform Securities Agent State Law Examination
    1994-08-04

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