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Advisor at TLG ADVISORS, INC.
SUMMIT, NJ | Los Angeles, CA
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 | Jul 15, 2021 | n/a | yes | SUMMIT, NJ|Los Angeles, CA | Current employment |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Jul 1, 2016 | Jul 19, 2021 | no | Santa Monica, CA|New York, NY|PORTLAND, OR | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 2, 2009 | Jul 12, 2016 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | TLG ADVISORS, INC. | Jul 19, 2021 | Jul 15, 2021 | -4 | Firm change | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | M HOLDINGS SECURITIES, INC. | Jul 12, 2016 | Jul 1, 2016 | -11 | Firm change | Other |