Timothy Charles Hobbs

First Western Securities, INC.

31 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

First Western Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

31 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$39.9M

Location

1600 Airport Freeway, Suite 302, Bedford, TX, 76022

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2014

Settled

Customer Dispute

December 2008

Settled

Customer Dispute

July 2007

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Timothy is an investment advisor representative at MDX Wealth Management and owner of Crest Retirement Planning, dedicating full-time hours to each. He also owns Crest Financial Group (about a quarter of his time) and TCH Photo (a few hours per week).

Employment History

Current Registrations

First Western Securities, INC.Broker

February 2025 - Present · 1 yr

Mdx Wealth Management

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Bournehill Investment Services, INC.Broker

August 2017 - August 2024 · 7 yrs

Summit Financial Group INC

September 2016 - August 2017 · 11 mos

Summit Brokerage Services, INC.Broker

September 2016 - August 2017 · 11 mos

Vsr Advisory Services

February 2003 - September 2016 · 13 yrs 7 mos

The Masters, INC.

April 1999 - February 2003 · 3 yrs 10 mos

Vsr Financial Services, INC.Broker

May 1996 - September 2016 · 20 yrs 4 mos

Dominion Capital CorporationBroker

November 1994 - May 1996 · 1 yr 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.