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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-01-14
  • CA RA
    APPROVED
    Since 2016-01-14

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

18801 Ventura Blvd Suite 207, Tarzana, CA 91356 • United States

Disclosures

2 disclosure categories 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 No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Professional Financial Resources, Inc Los Angeles CA 03/1997 Present
Total Financial Culver City CA 10/2008 Present
Zey Financial Tarzana CA 01/2009 Present
The Leaders Group Inc Littleton CO 10/2012 Present
  • 03/1997 → Present
    Professional Financial Resources, Inc
    Los Angeles, CA
  • 10/2008 → Present
    Total Financial
    Culver City, CA
  • 01/2009 → Present
    Zey Financial
    Tarzana, CA
  • 10/2012 → Present
    The Leaders Group Inc
    Littleton, CO
Previous Registrations
  • 2007-11-30 → 2008-11-06
    Ogilvie Security Advisors Corporation
    Los Angeles, CA
    Los Angeles, CA
  • 2004-03-11 → 2007-09-25
    Los Angeles, CA
    Los Angeles, CA
Other Businesses

1.) PROFESSIONAL FINANCIAL RESOURCES, INC. - 3/1/1997 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - President/CEO, Expert witness, forensic financial planning testimony, Insurance business, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) ZEY FINANCIAL & INS SVCS, INC. - 1/1/2009 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - President & CEO, Selling life insurance, disability and LTC, Insurance business, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TOTAL FINANCIAL - 10/1/2008 - 11835 W Olympic Blvd, Suite 600, Los Angeles, CA 90064 - Sales, Fixed business GA, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) FFR - 1/1/2009 - 100 Spectrum Center Drive, Suite 400 Irvine, CA 92618 - Principal, Sell life insurance, fixed life insurance sales business, Not Invt Rel, 200 hrs/mo; 200 hrs/mo (during trading hours). 5.) TLG ADVISORS, INC. - 1/12/2016 - 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). 6.) CAL LUTHERAN UNIVERSITY - 05/26/2022 - 18801 Ventura Blvd., #207, Tarzana, CA 91356 - Professor, Teaching, Not Invt Rel, 20 hrs/mo; 0 hrs/mo (during trading hours). 7.) PFR INC - 09/26/2010 - 18801 Ventura Blvd., #207, Tarzana, CA 91356 - Testimony, Calculation of IRR on assets for support in divorce cases, Not Invt Rel, 5 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1998-09-28
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1998-09-28
Designations
Other Names
  • Igor Zey
  • Igor Alexandrovich Zeylikovich
  • Igor A. Zey

View on SEC IAPD

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