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Timothy Harrison
31 Years of Experience
The Woodlands, TX
1 DisclosureBrokerSells Insurance
Timothy Harrison is a registered investment advisor, based in The Woodlands, TX, with 31 years of industry experience.
Location
1780 Hughes Landing Blvd, Suite 475, The Woodlands, TX, 77380
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Regulatory History (1)
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Customer Dispute
December 2003Denied
Other Business ActivitiesSells Insurance
Timothy is an investment executive at B. Riley Wealth Insurance since 2018, dedicating about 10-20% of his time to insurance product sales and service. He is also a partner in I 3 Wealth Management and operates JBT Wealth Management as a DBA for his financial securities business, dedicating full-time hours to this.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
July 2022 - Present · 3 yrs 10 mos
B. Riley Wealth Advisors, INC.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
National Securities CorporationBroker
January 2018 - July 2022 · 4 yrs 6 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2018 · 8 yrs 3 mos
Ameriprise Financial Services, INC.
October 2009 - January 2018 · 8 yrs 3 mos
Rsm Mcgladrey, INC.
October 2002 - July 2003 · 9 mos
Ameriprise Advisor Services, INC.
July 1994 - October 2009 · 15 yrs 3 mos
Ameriprise Advisor Services, INC.Broker
June 1994 - October 2009 · 15 yrs 4 mos
State Registrations20 states
ALARCACOFLILKSLAMDMOMSMTNCNYOKSCTNTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.