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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-07 |
Branch Locations
1 Penn Square, Lancaster, PA 17602 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Lancaster | PA | 11/2017 | 01/2018 |
| Bbtis | Charlotte | NC | 11/2017 | 01/2018 |
| Bb&T | Lancaster | PA | 01/2009 | 11/2017 |
| Bb&T Securities, Llc. | Richmond | VA | 01/2018 | 10/2020 |
| Truist Investment Services, Inc. | Atlanta | GA | 10/2020 | 09/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 10/2020 | 09/2023 |
| Truist Advisory Services, Inc. | Lancaster | PA | 09/2023 | 05/2026 |
| Truist Investment Services, Inc | Lancaster | PA | 09/2023 | 05/2026 |
| Fulton Insurance Group | Lancaster | PA | 05/2026 | Present |
| Simplicity Investments | Summit | NJ | 08/2026 | Present |
1.) FULTON INSURANCE GROUP - 5/11/26 - 1 Penn Square, Lancaster, PA 17602 - Family Wealth Advisor, Non personal production advisor, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 8/7/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
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