Patricia Pilone

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patricia Pilone, who also goes by Tricia Pilone, Patricia Robinson, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1998. Patricia had worked at 5 firms and has passed the Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Tricia Pilone | Patricia Robinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) COMPREHENSIVE INSURANCE PROGRAMS INC (DBA CPI COMPANIES) - 1/5/1991 1010 Haddonfield Berlin Road, Suite 407, Voorhees, NJ 08043 - President/Managing Partner, Runs brokerage company and direct sales of life insurance, annuities, disability & LTC, Not Invt Rel, General Agency business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 7/16/18 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) PLANNED GIVING ALLIANCE - 11/18/2019 - 1010 Haddonfield-Berlin Road, Suite 407, Voorhees, NJ 08043 - charitable endowments utilizing life insurance, selling life insurance, processes, bringing on new charities and working with insurance companies, Inv't Rel, 20 hrs/mo; 20 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 17, 2018 - December 31, 2022

TLG ADVISORS, INC.

RIA

CRD#: 111052

Voorhees, NJ

Past

July 9, 2018 - December 31, 2022

THE LEADERS GROUP, INC.

BD

CRD#: 37157

SUMMIT, NJ

Past

September 17, 2012 - July 23, 2018

CANTELLA & CO., INC.

RIA

CRD#: 13905

VOORHEES, NJ

Past

September 17, 2012 - July 23, 2018

CANTELLA & CO., INC.

BD

CRD#: 13905

VOORHEES, NJ

Past

April 28, 2011 - September 17, 2012

CPI CAPITAL

RIA

CRD#: 44575

VOORHEES, NJ

Past

September 16, 1998 - September 17, 2012

CPI CAPITAL

BD

CRD#: 44575

VOORHEES, NJ

Past

March 16, 1998 - September 11, 1998

ROBERT THOMAS SECURITIES, INC

BD

CRD#: 10147

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TA

TLG ADVISORS, INC.

CRD#: 111052 / SEC#: 801-60458

RIA

Registered Investment Advisory firm - (8/6/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 3/10/1999

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 3/13/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TA

TLG ADVISORS, INC.

CRD#: 111052 / SEC#: 801-60458

RIA

Registered Investment Advisory firm - (8/6/2001 Approved)

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Contact information

Main Address

475 Springfield Ave, Summit, NJ 07901

Mailing Address

Phone number

(888) 371-0013

Established

Firm type

Fiscal year end

# of Employees

280

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TLG ADVISORS FORM ADV BROCHURE 2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	6,331
AUM (Assets Under Management)	$ 1,948,103,893

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE LEADERS GROUP, INC.

CANTELLA & CO., INC.

CANTELLA & CO., INC.

CPI CAPITAL

CPI CAPITAL

ROBERT THOMAS SECURITIES, INC

Primary Firm SEC Registration

TLG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/1999

SIE

Date: 10/1/2018

Series 6

Date: 3/13/1998

Current Firm

TLG ADVISORS, INC.

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TLG ADVISORS, INC.

TRUST BUT VERIFY

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