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Jason Anthony Lenagh

Tlg Advisors, Inc.

Summit, NJ

Omaha, NE

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-07-20
  • NE RA
    APPROVED
    Since 2021-07-20

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

11235 Davenport Street. Suite 105, Omaha, NE 68154 • 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
Tiburon Financial Llc. Omaha NE 03/2003 01/2021
Curnes Financial Group Omaha NE 01/2021 07/2021
Cetera Advisors Network El Segundo CA 01/2021 07/2021
Td Ameritrade, Inc. Omaha NE 07/2014 01/2021
Harvest Financial Omaha NE 06/2021 10/2021
The Leaders Group Inc Littleton CO 07/2021 Present
Enlightened Financial Planning Omaha NE 10/2021 Present
  • 03/2003 → 01/2021
    Tiburon Financial Llc.
    Omaha, NE
  • 01/2021 → 07/2021
    Curnes Financial Group
    Omaha, NE
  • 01/2021 → 07/2021
    Cetera Advisors Network
    El Segundo, CA
  • 07/2014 → 01/2021
    Td Ameritrade, Inc.
    Omaha, NE
  • 06/2021 → 10/2021
    Harvest Financial
    Omaha, NE
  • 07/2021 → Present
    The Leaders Group Inc
    Littleton, CO
  • 10/2021 → Present
    Enlightened Financial Planning
    Omaha, NE
Previous Registrations
  • 2021-01-27 → 2021-07-22
    Cetera Wealth Services, Llc
    Omaha, NE
  • 2014-10-27 → 2021-01-20
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
  • 2014-10-27 → 2021-01-20
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Other Businesses

1.) DEBT COUNSELING - 6/1/2021 - 11735 Howard Road, Omaha, NE 68154 - Coach - Helping Clients pay debt down - Not Invt Rel, Debt Counseling, 15 hrs/mo; 15 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/20/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) ENLIGHTENED FINANCIAL PLANNING - 10/5/2021 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Financial Planner - DBA for business through The Leaders Group and TLGA, Inv't Rel, 120 hrs/mo; 120 hrs/mo (during trading hours). 4.) FIRE MY MORTGAGE - 1/25/22 - Zoom - Referral to James Murphy to assist, educate clients on efficient ways to pay down debts like mortgages or student loans, Debt counseling, not inv't rel, 10 hrs/mo; 10 hrs/mo (during trading hours) 5.) MEDISHARE - 2/7/2022 - Agent - non-profit, Christian-based medical expense-sharing program, Not Inv't Rel, 5 hrs/mo; 5 hrs/mo (during trading hours) 6.) THE BENJAMIN NOAH LENAGH SCHOLARSHIP FUND - 11/8/2022 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Agent, help to run scholarship fund, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-23
  • S66 Uniform Combined State Law Examination
    2014-10-23

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