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William Thomas Wright

Tlg Advisors, Inc.

Summit, NJ

Sandy, UT

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Current Employers
Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-06-07
  • ID RA
    APPROVED
    Since 2021-06-07

Branch Locations

475 Springfield Ave, Summit, NJ 07901 • United States

75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070 • 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
Financial Proessionals Group Meridian ID 11/1981 05/2023
Voya Financial Advisors Foothill Ranch CA 09/2014 06/2021
Allegis Advisor Group Sandy UT 05/2023 Present
  • 11/1981 → 05/2023
    Financial Proessionals Group
    Meridian, ID
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Foothill Ranch, CA
  • 05/2023 → Present
    Allegis Advisor Group
    Sandy, UT
Previous Registrations
  • 2007-04-27 → 2021-06-29
    Windsor, CT
    Foothill Ranch, CA
    La Verne, CA
    Windsor, CT
  • 2001-03-06 → 2007-04-03
    Osaic Fs, Inc.
    Lake Forest, CA
Other Businesses

1.) ALLEGIS ADVISOR GROUP - 5/1/2023 - Web meeting / phone - Business Development, Life, Annuities, LTC, DI, Wholesaling, not Inv't Rel, Assist advisors in addressing risk management using Life, Annuities, LTC and Disability insurance, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) THE ADVISORS ADVANTAGE LLC - 11/2/1981 - 3597 E Monarch Sky Lane, #240, Meridian, ID 83646 - Insurance agent, Insurance sales, Not Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 6/7/21 - 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). 4.) ELDERCARE REFERRAL PLACEMENT SERVICE - 1/1/2023 - 3597 E. Monarch Sky Lane, #240, Meridian, ID 83646 - Marketing, Not Invt Rel, 30 hrs/mo; 15 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-16
  • S63 Uniform Securities Agent State Law Examination
    2001-02-16
Designations

View on SEC IAPD

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