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Advisor at TLG ADVISORS, INC.
Radnor, PA | 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 | Mar 18, 2026 | n/a | yes | Radnor, PA|SUMMIT, NJ | Current employment |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Apr 20, 2023 | Feb 27, 2025 | no | CONSHOHOCKEN, PA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 3, 2020 | Jan 30, 2023 | no | CAMP HILL, PA|WYOMISSING, PA|Exton, PA|Exton, PA | Previous registration |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Apr 23, 2012 | Jul 31, 2013 | no | BLUE BELL, PA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Apr 7, 2011 | May 9, 2011 | no | Horsham, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 10, 2008 | Nov 3, 2009 | no | PENNINGTON, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 7, 2007 | Mar 4, 2008 | no | BLUE BELL, PA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jan 3, 2006 | Mar 10, 2006 | no | WHITE PLAINS, NY|WHITE PLAINS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | TLG ADVISORS, INC. | Feb 27, 2025 | Mar 18, 2026 | 384 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | HORNOR, TOWNSEND & KENT, LLC | Jan 30, 2023 | Apr 20, 2023 | 80 | Firm change | Ibd to ibd |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | PRUCO SECURITIES, LLC | Jul 31, 2013 | Jun 3, 2020 | 2,499 | Firm change after gap | Other |
| LINCOLN INVESTMENT | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | May 9, 2011 | Apr 23, 2012 | 350 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LINCOLN INVESTMENT | Nov 3, 2009 | Apr 7, 2011 | 520 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Mar 10, 2006 | Mar 7, 2007 | 362 | Firm change | Other |