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.

Current firm

USI ADVISORS

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 21, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Exams

S63|S66

First exam

Mar 21, 2014

First registration

Aug 7, 2015

Dual registered

yes, broker-dealer

Other names

JANET LYNN RUBSAMEN|JANET LYNN CHESAREK|JANET LYNN|JANET LYNN REBHOLTZ

IAPD individual key

6299983

• Occurred

  Jul 9, 2026
  Advisor changed firm

  Janet Lynn Mooney left Tlg Advisors, Inc. for Usi Securities, Inc. (registered 2026-07-08)

  Form ADVobserved 5 days ago
• Occurred

  May 8, 2024
  Advisor changed firm

  Janet Lynn Mooney left Osaic Fa, Inc. for Tlg Advisors, Inc. (registered 2026-01-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ce6a74b-4ac3-6b22-404e-8b2c82c38d35

First observed

Aug 7, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.