Brandon J Orr

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 03/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2016 → 01/2020
  United States Marine Corps
  Camp Pendleton, CA
• 01/2020 → 06/2021
  Austin Community College
  Austin, TX
• 02/2021 → 06/2021
  Cave & Cheney
  Cedar Park, TX
• 08/2021 → 05/2023
  Arizona State University
  Tempe, AZ
• 08/2023 → 02/2025
  Morgan Stanley
  Gilbert, AZ
• 02/2025 → Present
  Investors Preferred Life
  Gilbert, AZ
• 03/2025 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2023-11-14 → 2025-02-25
  Morgan Stanley
  Gilbert, AZ

Other Businesses

1.) INVESTORS PREFERRED LIFE INSURANCE COMPANY - 2/17/2025 - 161 E. Rivulon Blvd., Ste. 115, Gilbert, AZ 85297 - Investment Operations Analyst - Oversee cashflow valuation process/Answer general investment questions, Private Placement Insurance, Facilitates subscriptions and redemptions to and from authorized investments. Invt Rel, Investment Operations, 160 hrs/mo; 120 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 11/20/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2022-08-22

Other Names

• Brandon Orr
• Brandon Jamal Orr