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Donald Peter Monti

Tlg Advisors, Inc.

Wexford, PA

Summit, NJ

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2002-06-13
  • PA RA
    APPROVED
    Since 2002-06-13

Branch Locations

406 Georgetown Court, Wexford, PA 15090 • United States

475 Springfield Ave, Summit, NJ 07901 • 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
The Leaders Group, Inc. Littleton CO 01/1999 Present
Tlg Advisors, Inc. Littleton CO 06/2002 Present
Monti Thompson & Getty Wexford PA 01/2005 06/2017
  • 01/1999 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 06/2002 → Present
    Tlg Advisors, Inc.
    Littleton, CO
  • 01/2005 → 06/2017
    Monti Thompson & Getty
    Wexford, PA
Other Businesses

1.) TLG ADVISORS INC - 475 Springfield Avenue, Summit, NJ 07901 - Since 06/2002, IAR, Inv-Rel, 10 hrs/mo;10 hrs/mo during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-05
S63 Uniform Securities Agent State Law Examination 1983-03-11
  • S65 Uniform Investment Adviser Law Examination
    1996-12-05
  • S63 Uniform Securities Agent State Law Examination
    1983-03-11

View on SEC IAPD

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Other Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA
EQUITABLE ADVISORS, LLC · WEXFORD, PA
CITIZENS SECURITIES, INC. · WEXFORD, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · WEXFORD, PA
SUCCESS WEALTH MANAGEMENT LLC · WEXFORD, PA
WEXFORD WEALTH ADVISORS LLC · WEXFORD, PA
EXPERT FINANCIAL SERVICES, LLC · WEXFORD, PA
COMMONWEALTH FINANCIAL NETWORK · Wexford, PA

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