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Advisor at TLG ADVISORS, INC.
Miami Beach, FL | SUMMIT, NJ
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 | Jan 12, 2026 | n/a | yes | Miami Beach, FL|SUMMIT, NJ | Current employment |
| PROVENANCE WEALTH ADVISORS | Independent wealth | Jul 5, 2018 | Dec 17, 2018 | no | Miami, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 5, 2018 | Dec 20, 2018 | no | FORT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | PROVENANCE WEALTH ADVISORS | Dec 20, 2018 | Jul 5, 2018 | -168 | Firm change after gap | Ibd to new firm |
| PROVENANCE WEALTH ADVISORS | TLG ADVISORS, INC. | Dec 17, 2018 | Jan 12, 2026 | 2,583 | Firm change after gap | Other |