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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-05-24
  • CT RA
    APPROVED
    Since 2023-05-24

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

12460 Crabapple Road Suite 202-370, Alpharetta, GA 30004 • 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
Underwriters Brokerage Services Pittsburgh PA 05/2014 Present
The Leaders Group Inc Littleton CO 01/2016 Present
Advisor Solutions Inc Alpharetta GA 10/2024 Present
  • 05/2014 → Present
    Underwriters Brokerage Services
    Pittsburgh, PA
  • 01/2016 → Present
    The Leaders Group Inc
    Littleton, CO
  • 10/2024 → Present
    Advisor Solutions Inc
    Alpharetta, GA
Other Businesses

1) UNDERWRITERS BROKERAGE SERVICE;YES;FARMINGTON, CT 06032;INSURANCE WHOLESALING;OUTSIDE SALES REPRESENTATIVE;05/01/2014;160;160;WHOLESALE INSURANCE PRODUCTS. 2) MAPLE LEAF INSURANCE SERVICES;YES;FARMINGTON, CT 06032;WHOLESALE INSURANCE;WHOLESALER/OWNER;04/01/2015;160,160;WHOLESALE FIXED AND VARIABLE INSURANCE PRODUCTS. 3) INDEPENDENT INSURANCE AGENT - NO - FARMINGTON, CT 06032 - RETAIL FIXED INSURANCE SALES - NON-INVESTMENT RELATED, 10/13/2015; 20,20; FIXED INSURANCE PRODUCTS. 4.) MAPLE LEAF REALTY LLC - 155 OAKRIDGE, UNIONVILLE, CT 06085 - 11/01/2017, REAL ESTATE, MANAGING MEMBER, RENT CONDO OWNED BY LLC TO TENANTS, 0 HRS/MO. 5.) TLG ADVISORS, INC - 5/24/2023 - 475 Springfield Avenue, Summit, NJ 07901- IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 6.) ENERGY AUCTION HOUSE - 8/24/2024 - 155 Oakridge, Unionville, CT 06085 - Referral, Refer potential clients for wholesaling business, 0 hrs/mo; 0 hrs/mo (during trading hours). 7.) PROFESSIONAL LIFE ADVISORS NETWORK / PLAN - 10/14/2024 - 155 OAKRIDGE, UNIONVILLE, CT 06085 - Outside sales representative, Whole sales insurance products, Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
S63 Uniform Securities Agent State Law Examination 2014-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
  • S63 Uniform Securities Agent State Law Examination
    2014-10-10
Designations
Other Names
  • Stefan Cherneski

View on SEC IAPD

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