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.

Advisor moves

Departures from Tlg Advisors, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Michael Dean Taylor	Tlg Advisors, Inc. other	Shelton Capital Management other	Other	Mar 5, 2010	Oct 8, 2010 (217 d)
Marc Mitsuru Takenaga	Tlg Advisors, Inc. other	Gwn Securities Inc. other	Other	Dec 31, 2009	Mar 29, 2011 (453 d)
John Emerson Willse	Tlg Advisors, Inc. other	Cantella & Co., Inc. other	Other	May 21, 2009	May 21, 2009
Johnny Farris Leech	Tlg Advisors, Inc. other	Park Avenue Securities LLC other	Other	Jan 14, 2009	Mar 2, 2009 (47 d)
Gregory Lee Burks	Tlg Advisors, Inc. other	Edward Jones national BD	Other	Aug 26, 2008	Jun 24, 2013 (1763 d)
William Bryan Beck	Tlg Advisors, Inc. other	Commonwealth Financial Network national BD	Other	Aug 14, 2008	Aug 27, 2008
Daryl Edward Hable	Tlg Advisors, Inc. other	Osaic Fa, Inc. other	Other	Apr 25, 2008	Apr 24, 2008
Dennis Omar Castro	Tlg Advisors, Inc. other	Chase Investment Services Corp. other	Other	Aug 2, 2007	Mar 11, 2008 (222 d)
Rodney Bahy Ibrahim	Tlg Advisors, Inc. other	Chicago Investment Group, LLC unclassified	Other	Aug 2, 2007	Apr 28, 2008 (270 d)
William Lapiana	Tlg Advisors, Inc. other	Chicago Investment Group, LLC unclassified	Other	Aug 2, 2007	Apr 28, 2008 (270 d)
William David Vellon	Tlg Advisors, Inc. other	Kingsbury Capital Investment Advisors LLC independent RIA	Other	May 30, 2007	Mar 20, 2008 (295 d)
Jeremy Scott Becker	Tlg Advisors, Inc. other	Jeffery C. Welch And Associates, Inc. state registered	Other	Mar 23, 2007	Mar 15, 2013 (2184 d)
Seth Erik Grano	Tlg Advisors, Inc. other	Cetera Advisors LLC other	Other	Dec 31, 2006	Jun 21, 2006
Michael Eric Tomren	Tlg Advisors, Inc. other	Tomren Wealth Management unclassified	Other	Aug 7, 2006	Apr 26, 2006
Michael Perry Denny	Tlg Advisors, Inc. other	Grantham Poole Advisors, LLC state registered	Other	Jan 6, 2004	Jan 21, 2026 (8051 d)

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195 moves match.