Timothy Merchant is a registered investment advisor, based in Overland Park, KS, with 28 years of industry experience.
Location
8700 Indian Creek Pkwy, Suite 345, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy is an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on this role, including trading. He is also an agent in retail sales/distribution, dedicating about a quarter of his time to this activity, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Allied Beacon Partners, INC.Broker
American Beacon Partners, INC.Broker
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
The Masters
The Masters, INC.
Vsr Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
George K. Baum & CompanyBroker
Ascend Financial Services, INC.Broker
State Registrations12 states
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.