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Alexander Ranlett Jordan

Tlg Advisors, Inc.

New Orleans, LA

Summit, NJ

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-02
  • LA RA
    APPROVED
    Since 2026-07-02

Branch Locations

201 St. Charles Avenue Suite 4207, New Orleans, LA 70170 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthvest Marketing Bozeman MT 04/2016 11/2016
Infinex Investments, Inc. Meriden CT 11/2016 02/2017
The Faquier Bank Warrenton VA 11/2016 02/2017
The Leaders Group, Inc. Littleton CO 01/2018 Present
Capital Investment Management, Inc. New Orleans LA 02/2017 Present
  • 04/2016 → 11/2016
    Wealthvest Marketing
    Bozeman, MT
  • 11/2016 → 02/2017
    Infinex Investments, Inc.
    Meriden, CT
  • 11/2016 → 02/2017
    The Faquier Bank
    Warrenton, VA
  • 01/2018 → Present
    The Leaders Group, Inc.
    Littleton, CO
  • 02/2017 → Present
    Capital Investment Management, Inc.
    New Orleans, LA
Previous Registrations
  • 2012-08-22 → 2013-07-02
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2011-09-19 → 2012-06-19
    United Brokerage Services, Inc
    Arlington, VA
    Arlinton, VA
    Annandale, VA
    Manassas, VA
    Falls Church, VA
    Mclean, VA
    Fairfax, VA
    Arlington, VA
    Front Royal, VA
    Front Royal, VA
    Washington, DC
    Fairfax, VA
    Alexandria, VA
Other Businesses

1.) CAPITAL INVESTMENT MANAGEMENT INC - 2/1/2017 - 201 St Charles Avenue, Suite 4207, New Orleans, LA 70170 - Regional VP/Wholesaler, Sales, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) GEORGETOWN LAND SERVICES - 5/4/21 - 1808 Pemberton Ridge Court, Henrico,VA 23238 - Owner, Retail store/website offering landscape materials in my local market, Retail Landscape material provider, 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG Advisors Inc - 6/24/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-11
S65 Uniform Investment Adviser Law Examination 2011-09-15
S63 Uniform Securities Agent State Law Examination 1995-05-11
  • S66 Uniform Combined State Law Examination
    2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2011-09-15
  • S63 Uniform Securities Agent State Law Examination
    1995-05-11
Other Names
  • Sandy Jordan

View on SEC IAPD

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Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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