DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Thomas Petersen

Tlg Advisors, Inc.BD affiliatedEl Dorado Hills, Ca dual registrantIAPD 3234104

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Michael T Petersen

At current firm

0 y

since Jan 12, 2026

In the industry

24 y

since Nov 8, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tlg Advisors, Inc. BD affiliated current
since Jan 12, 2026 · El Dorado Hills, Ca
Osaic Wealth, Inc. BD affiliated
Jan 19, 2024 to Jan 16, 2026 · El Dorado Hills, Ca
Woodbury Financial Services, Inc. former
Apr 26, 2019 to Jan 19, 2024 · El Dorado Hills, Ca
Questar Asset Management, Inc. former
Nov 8, 2018 to May 2, 2019 · El Dorado Hills, Ca
Ifmg Securities, Inc. unclassified
Feb 3, 2003 to Dec 19, 2003 · Modesto, Ca
U.S. Bancorp Advisors, LLC BD affiliated
Nov 8, 2001 to Aug 19, 2002 · Sacramento, Ca

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Tlg Advisors, Inc.
left Jan 16, 2026, registered Jan 12, 2026 (-4 days) · Affiliated broker-dealer or bank to another
Woodbury Financial Services, Inc. to Osaic Wealth, Inc.
left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
Questar Asset Management, Inc. to Woodbury Financial Services, Inc.
left May 2, 2019, registered Apr 26, 2019 (-6 days) · Affiliated broker-dealer or bank to another
Ifmg Securities, Inc. to Questar Asset Management, Inc.
left Dec 19, 2003, registered Nov 8, 2018 (5438 days) · Other
U.S. Bancorp Advisors, LLC to Ifmg Securities, Inc.
left Aug 19, 2002, registered Feb 3, 2003 (168 days) · Other

Signals

Michael Thomas Petersen left Osaic Wealth, Inc. for Tlg Advisors, Inc. (registered 2026-01-12)
Jan 16, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address