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Advisor at TLG ADVISORS, INC.
SUMMIT, NJ | Los Angeles, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | Bd affiliated wealth | Jun 28, 2022 | n/a | yes | Los Angeles, CA|SUMMIT, NJ | Current employment |
| ADVANCED WEALTH AND RETIREMENT PLANNING CONCEPTS, LLC | n/a | Feb 2, 2018 | Aug 19, 2022 | no | Houston, TX|Houston, TX|LOS ANGELES, CA | Previous registration |
| ADVANCED WEALTH AND RETIREMENT PLANNING CONCEPTS, LLC | n/a | Jun 1, 2012 | Dec 31, 2017 | no | HOUSTON, TX|LOS ANGELES, CA|HOUSTON, TX|HOUSTON, TX | Previous registration |
| PSP FINANCIAL SERVICES LLC | n/a | Jul 14, 2011 | Jul 30, 2012 | no | LOS ANGELES, CA | Previous registration |
| REAP FINANCIAL GROUP, LLC | Independent wealth | Oct 2, 2009 | Sep 14, 2011 | no | AUSTIN, TX|PASADENA, CA|MARIETTA, GA | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Oct 31, 2007 | Jun 26, 2009 | no | ALTADENA, CA|WHEATON, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVANCED WEALTH AND RETIREMENT PLANNING CONCEPTS, LLC | TLG ADVISORS, INC. | Aug 19, 2022 | Jun 28, 2022 | -52 | Firm change after gap | Other |
| PSP FINANCIAL SERVICES LLC | ADVANCED WEALTH AND RETIREMENT PLANNING CONCEPTS, LLC | Jul 30, 2012 | Jun 1, 2012 | -59 | Firm change after gap | Other |
| REAP FINANCIAL GROUP, LLC | PSP FINANCIAL SERVICES LLC | Sep 14, 2011 | Jul 14, 2011 | -62 | Firm change after gap | Other |
| BROOKSTONE CAPITAL MANAGEMENT LLC | REAP FINANCIAL GROUP, LLC | Jun 26, 2009 | Oct 2, 2009 | 98 | Firm change | Other |