Paul Bonnell Stevenson

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:

Current Employers

Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2008-06-05

NH RA
APPROVED

Since 2008-06-05

Branch Locations

North Hampton, NH • United States

475 Springfield Ave, Summit, NJ 07901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial Yes
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Mutual	Radnor	PA	01/1979	Present
Smith Companies	Boston	MA	04/1994	Present
Tower Square Securities	Fort Lauderdale	FL	04/1997	Present
The Leaders Group, Inc.	Littleton	CO	01/1998	Present

01/1979 → Present

Fidelity Mutual

Radnor, PA
04/1994 → Present

Smith Companies

Boston, MA
04/1997 → Present

Tower Square Securities

Fort Lauderdale, FL
01/1998 → Present

The Leaders Group, Inc.

Littleton, CO

Other Businesses

DBA VALUATION SERVICE GROUPS - APPRAISALS OF PRIVATELY HELD SECURITIES/BUSINESSES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-03-25
S63	Uniform Securities Agent State Law Examination	1997-02-10

S65 Uniform Investment Adviser Law Examination

1997-03-25
S63 Uniform Securities Agent State Law Examination

1997-02-10

View on SEC IAPD