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Advisor at TLG ADVISORS, INC.
Hutchinson Island, 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 | Dec 12, 2025 | n/a | yes | SUMMIT, NJ|Hutchinson Island, FL | Current employment |
| SIMPLICITY WEALTH | Mixed wealth | Mar 18, 2025 | Dec 16, 2025 | no | SUMMIT, NJ|Longwood, FL | Previous registration |
| LIFEPRO ASSET MANAGEMENT | Former SEC adviser | May 16, 2023 | Feb 14, 2025 | no | Longwood, FL|SAN DIEGO, CA | Previous registration |
| GWN SECURITIES INC. | Bd affiliated wealth | Mar 21, 2018 | May 4, 2023 | no | LONGWOOD, FL|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|LONGWOOD, FL | Previous registration |
| ON INVESTMENT MANAGEMENT CO | Bd affiliated wealth | Mar 8, 2012 | Mar 28, 2018 | no | LONGWOOD, FL|CINCINNATI, OH | Previous registration |
| BROOKSTONE INVESTMENT ADVISORY SERVICES | Former SEC adviser | Dec 1, 2007 | Feb 10, 2012 | no | ORLANDO, FL | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jul 30, 2007 | Nov 27, 2007 | no | GREENWOOD VILLAGE, CO|ORLANDO, FL | Previous registration |
| LEGACY ADVISORY SERVICES, INC. | n/a | Jul 10, 2001 | Jul 19, 2007 | no | ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SIMPLICITY WEALTH | TLG ADVISORS, INC. | Dec 16, 2025 | Dec 12, 2025 | -4 | Firm change | RIA to ibd |
| LIFEPRO ASSET MANAGEMENT | SIMPLICITY WEALTH | Feb 14, 2025 | Mar 18, 2025 | 32 | Bulk transfer | Other |
| GWN SECURITIES INC. | LIFEPRO ASSET MANAGEMENT | May 4, 2023 | May 16, 2023 | 12 | Firm change | Ibd to RIA |
| ON INVESTMENT MANAGEMENT CO | GWN SECURITIES INC. | Mar 28, 2018 | Mar 21, 2018 | -7 | Firm change | Other |
| BROOKSTONE INVESTMENT ADVISORY SERVICES | ON INVESTMENT MANAGEMENT CO | Feb 10, 2012 | Mar 8, 2012 | 27 | Firm change | Other |
| CETERA ADVISORS LLC | BROOKSTONE INVESTMENT ADVISORY SERVICES | Nov 27, 2007 | Dec 1, 2007 | 4 | Firm change | Other |
| LEGACY ADVISORY SERVICES, INC. | CETERA ADVISORS LLC | Jul 19, 2007 | Jul 30, 2007 | 11 | Firm change | Other |