Timothy Greer is a registered investment advisor, based in Windsor, CT, with 8 years of industry experience.
Location
One Orange Way, Windsor, CT, 06095
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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
Voya Retirement Advisors, LLC
October 2020 - Present · 5 yrs 7 mos
Voya Financial Partners, LLC
October 2020 - Present · 5 yrs 7 mos
Voya Financial Partners, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Voya Financial Advisors, INC.
December 2019 - October 2020 · 10 mos
Voya Financial Advisors, INC.Broker
April 2019 - October 2020 · 1 yr 6 mos
Voya Financial Partners, LLCBroker
July 2017 - April 2019 · 1 yr 9 mos
State Registrations1 state
CT
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.