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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-21
  • NE RA
    APPROVED
    Since 2025-08-21

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

Elkhorn, NE • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2008 08/2017
Northwestern Mutual Investment Services, Llc. Omaha NE 07/2015 08/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 08/2017
Axa Advisors, Llc New York NY 09/2017 06/2020
Equitable Advisors, Llc New York NY 09/2017 08/2025
The Leaders Group Inc Summit NJ 08/2025 Present
Panorama Insurance Advisors Elkhorn NE 11/2019 Present
Insurance Partner Solutions Omaha NE 04/2025 Present
  • 12/2008 → 08/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2015 → 08/2017
    Omaha, NE
  • 01/2016 → 08/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2017 → 08/2025
    New York, NY
  • 08/2025 → Present
    The Leaders Group Inc
    Summit, NJ
  • 11/2019 → Present
    Panorama Insurance Advisors
    Elkhorn, NE
  • 04/2025 → Present
    Insurance Partner Solutions
    Omaha, NE
Previous Registrations
Other Businesses

1.) INSURANCE PARTNER SOLUTIONS - 4/9/25 - 18801 Lafayette Avenue, Elkhorn, NE 68022 - Owner/President, Own and operate the BGA to provide life insurance and annuities for producers, Not Invt Rel, Insurance business, 90 hrs/mo; 60 hrs/mo (during trading hours). 2.) PANORAMA INSURANCE ADVISORS - 11/22/19 - 18801 Lafayette Avenue, Elkhorn, NE 68022 - Vice President, Designated responsible licensed producers, Not Invt Rel, Ins business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 8/18/25 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-10
S63 Uniform Securities Agent State Law Examination 2009-12-21
  • S65 Uniform Investment Adviser Law Examination
    2014-07-10
  • S63 Uniform Securities Agent State Law Examination
    2009-12-21
Other Names
  • Dave Ping

View on SEC IAPD

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