ADVISOR BIO

Timothy Kwong is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with J.P. Morgan Securities LLC in California and Texas. Timothy has held prior roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, Charles Schwab & Co., Inc., and Pruco Securities Corporation. Timothy has a Series 6, 7, and 63 license and has a Series 66 license. Timothy specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and businesses.

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ADVISOR BIO

Timothy James Karman has been in the financial services industry since 2001. Timothy is currently registered with RBC Capital Markets, LLC and has been with the firm since 2008. Prior to that, Timothy was a registered representative with RBC CAPITAL MARKETS CORPORATION. Timothy has passed a number of professional exams including the Series 7, Series 63, Series 79TO and the SIE exam. Timothy currently holds a Series 63 license in California and is registered with FINRA as well.

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ADVISOR BIO

Timothy Gratton Shibata is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Timothy has been in the industry since June 2001. Timothy holds the Series 7 and Series 66 licenses. Timothy is registered to provide investment advice in 53 states and territories and works with a range of clients including corporations, high net worth individuals, insurance companies, and pension and profit-sharing plans. Timothy's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., manages over $1 trillion in assets and provides services such as portfolio management, performance measurement reports, allocation modeling, IPS, and research reports.

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ADVISOR BIO

Timothy McGarr is a registered representative with UBS Financial Services Inc. Timothy has been in the financial services industry since 2007 and is currently based in San Francisco, California. Timothy's primary focus is working with high-net-worth individuals, corporations, and other businesses, and charitable organizations. Timothy has a broad range of experience, including financial planning, portfolio management, and pension consulting. Timothy is also a registered representative with the State of California.

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ADVISOR BIO

Timothy Hawkins is a financial advisor with over 13 years of experience in the industry. Timothy has been with J.p. Morgan Securities LLC since 2011. Timothy is registered to provide investment advice in California and Texas. Timothy holds Series 7, 63, 65, SIE, and 57TO licenses. Timothy has a strong track record of providing investment advice to individuals, businesses, and institutions. Timothy specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Timothy Emanuels is a financial advisor with over 30 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 1988 and holds several licenses and certifications, including the Series 3, 7, 63, and 65. Timothy is currently a registered representative at Morgan Stanley and is licensed to provide investment advice in several states, including California, Nevada, and Texas. He previously worked at Morgan Stanley & Co. Incorporated and has extensive experience in providing investment advice to a variety of clients, including individuals, high net worth individuals, corporations, and institutions. Timothy has a broad range of specializations and services available for clients. He is committed to providing personalized advice and strategies to help clients achieve their financial goals.

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ADVISOR BIO

Timothy Francis Whitehurst is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Timothy has over 18 years of experience in the financial services industry. Timothy has a Series 63, 66 and 7 licenses, and has worked at Barclays Capital Inc. and Thomas Weisel Partners LLC in the past. Timothy is registered with the state of Texas as an Investment Advisor Representative.

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ADVISOR BIO

Timothy Mac pherson Walker is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Timothy Mac pherson Walker has been in the industry since 2006. Timothy Mac pherson Walker is currently registered in 53 states and is also registered with FINRA. Timothy Mac pherson Walker has passed Series 66, Series 7 and SIE exams. Timothy Mac pherson Walker previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy Mac pherson Walker offers various services, including portfolio management for businesses and individuals, financial planning and pension consulting.

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ADVISOR BIO

Timothy Reid Devencenzi is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Timothy has been working in the financial services industry since 2018 and holds Series 7TO, SIE, and Series 66 licenses. Timothy is registered to provide investment advice in 48 states, including California and Texas.

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ADVISOR BIO

Timothy Peyton is a financial advisor with Morgan Stanley. Timothy Peyton is registered with FINRA and holds Series 66, Series 7, and SIE licenses. Timothy Peyton has been in the financial services industry since 2012 and has an active Securities Broker/Dealer registration and an active Investment Adviser registration. Timothy Peyton works at the San Francisco, CA branch office of Morgan Stanley.

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