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Advisor at TLG ADVISORS, INC.
Scottsdale, AZ | 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 | Feb 28, 2025 | n/a | yes | Scottsdale, AZ|SUMMIT, NJ | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Feb 1, 2018 | Feb 18, 2025 | no | PHOENIX, AZ|AUSTIN, TX|TEMPE, AZ | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Feb 11, 2011 | Feb 1, 2018 | no | PHOENIX, AZ | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Feb 20, 2001 | Jan 14, 2011 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | TLG ADVISORS, INC. | Feb 18, 2025 | Feb 28, 2025 | 10 | Firm change | Ibd to ibd |
| M HOLDINGS SECURITIES, INC. | KESTRA ADVISORY SERVICES, LLC | Feb 1, 2018 | Feb 1, 2018 | 0 | Firm change | Other |
| EAGLE STRATEGIES LLC | M HOLDINGS SECURITIES, INC. | Jan 14, 2011 | Feb 11, 2011 | 28 | Firm change | Other |