Timothy Irvin is a CFP-designated registered investment advisor, based in New York, NY, with 16 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
40 Wall Street, 56th Floor, New York, NY, 10005
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
May 2021 - Present · 5 yrs 5 mos
Captrust
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cammack Larhette Brokerage, INC.Broker
November 2014 - July 2021 · 6 yrs 8 mos
Cammack Retirement Group
November 2014 - May 2021 · 6 yrs 6 mos
Global Retirement Partners LLC
September 2014 - October 2014 · 1 mo
LPL Financial LLCBroker
September 2014 - October 2014 · 1 mo
Financial Telesis, INC.
April 2013 - October 2014 · 1 yr 6 mos
Financial Telesis INCBroker
April 2013 - September 2014 · 1 yr 5 mos
MML Investors Services, LLCBroker
August 2010 - March 2013 · 2 yrs 7 mos
State Registrations2 states
NYPA
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.
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