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Tlg Advisors, Inc. CRD 111052
$2.30B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-15 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Marketing Services | West Des Moines | IA | 05/2011 | 10/2016 |
| Farm Bureau Financial Services | West Des Moines | IA | 05/2014 | 10/2016 |
| Allstate Insurance Company | Nashville | TN | 10/2016 | 01/2018 |
| The Leaders Group Inc | Littleton | CO | 04/2023 | 12/2023 |
| The Leaders Group Inc | Summit | NJ | 12/2025 | Present |
| The Leaders Group, Inc | Littleton | CO | 01/2020 | 06/2021 |
| Mountain Life Insurance Co | Lexington | KY | 02/2018 | Present |
1.) MOUNTAIN LIFE INSURANCE CO - 2/1/2018 - 2416 Sir Barton Way, Lexington, KY 40509 - VP of sales, Prospecting and assisting independent agents to sell Mountain Life products, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 12/15/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) Vice President of Sales - 2/1/18 - 2416 Sir Barton Way, Lexington, KY 40509 - Vice President of Sales, Prospecting and assisting Mountain Life Agents, not Invt Rel, Insurance, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-22 |
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