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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)44 years in industry

David Ross Brinkley

Advisor at TLG ADVISORS, INC.

SUMMIT, NJ | Mt Airy, MD

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Search this name across graphsid dfx:ria:0144a872-053f-1807-4939-e34492bcd910

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TLG ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jan 20, 2026
First registration: Jan 28, 1998
Dual registered: yes, broker-dealer
Other names: DAVID ROSS BRINKLEY
IAPD individual key: 1271152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TLG ADVISORS, INC.	Bd affiliated wealth	Feb 25, 2025	n/a	yes	SUMMIT, NJ\|Mt Airy, MD	Current employment
CETERA ADVISORS LLC	Former SEC adviser	Oct 20, 2014	Dec 31, 2016	no	TOWSON, MD\|MT AIRY, MD	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Aug 3, 2007	Jul 22, 2014	no	GERMANTOWN, MD\|MT AIRY, MD	Previous registration
STRATEGIC FINANCIAL PLANS, INC.	n/a	Jan 28, 1998	Nov 29, 2010	no	GAITHERSBURG, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA ADVISORS LLC	TLG ADVISORS, INC.	Dec 31, 2016	Feb 25, 2025	2,978	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	CETERA ADVISORS LLC	Jul 22, 2014	Oct 20, 2014	90	Firm change	Other
STRATEGIC FINANCIAL PLANS, INC.	INVEST FINANCIAL CORPORATION	Nov 29, 2010	Aug 3, 2007	-1,214	Firm change after gap	Other

Relationships

Registered with (4)

→ TLG ADVISORS, INC.Registered adviserregistration: current employment
Feb 25, 2025 to presentfactForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Oct 20, 2014 to Dec 31, 2016factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Aug 3, 2007 to Jul 22, 2014factForm ADV
→ STRATEGIC FINANCIAL PLANS, INC.Registered adviserregistration: previous registration
Jan 28, 1998 to Nov 29, 2010factForm ADV

Dated events

No dated event names this entity yet.