ADVISOR BIO

Timothy Robert Schmoll is an investment advisor representative with MAI Capital Management, LLC. Timothy is registered with the state of California and New York. Timothy obtained the Series 65 license in January 2020 and the SIE license in January 2021. Timothy has been in the industry since 2016 and has experience with Procapita Partners, LLC, Dover Athletic Football Club, Aldershot Town FC, New York Red Bulls, Intersect Capital LLC, and MAI Capital Management, LLC. Timothy specializes in providing investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Timothy Dawson is a registered representative with Wedbush Securities Inc. in Los Angeles, California. Timothy has been in the financial services industry since 1993. He has extensive experience in providing investment advice and financial planning services. Timothy holds both a Series 65 and Series 63 license. Timothy Dawson is also registered with the state of Colorado and Iowa as an investment adviser representative.

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ADVISOR BIO

Timothy Strader is an investment advisor representative and has been in the industry since August 13, 2018. Timothy currently works at J.p. Morgan Securities LLC in Irvine, CA. Timothy is licensed in 53 states. Timothy holds the following licenses and qualifications: Series 63, Series 65, and Series 7.

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ADVISOR BIO

Timothy Antaree is a financial advisor registered with J.p. Morgan Securities LLC in Davis, California. Timothy has passed the Series 63, Series 6TO, and SIE exams. Timothy is registered to offer securities advice in California. Timothy is associated with J.p. Morgan Securities LLC since 2022. J.p. Morgan Securities LLC is a firm headquartered in New York, New York with more than $50 billion in assets under management. The firm has offices in the United States. J.p. Morgan Securities LLC provides financial planning, pension consulting, and selection of other advisers services.

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ADVISOR BIO

Timothy Tran is a financial advisor currently registered with Transamerica Financial Advisors, Inc. Timothy has been in the financial services industry for over 25 years, having previously held positions with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.. Timothy is currently located in Fountain Valley, CA. Timothy's firm, Transamerica Financial Advisors, Inc., is a large advisory firm managing over $1 billion in assets for individual and institutional clients. Their firm focuses on providing portfolio management services.

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ADVISOR BIO

Timothy Jon Anderson is an Investment Advisor Representative at Halbert Hargrove. Timothy has been in the industry since 1993. Timothy specializes in providing financial planning, investment consulting, and portfolio management services. Timothy is registered with the state of California, Oregon, and Texas. Timothy holds the Series 6, Series 63, and Series 65 licenses.

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ADVISOR BIO

Timothy Parsons is a financial advisor at Morgan Stanley. Timothy has been in the industry since 2020, previously working at Northwestern Mutual Investment Services, LLC and J.P. Morgan Securities LLC. Timothy holds the Series 66, Series 7TO and SIE exams. Timothy is registered in 36 states.

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ADVISOR BIO

Timothy Chon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since January 15, 2018. Timothy holds the Series 66, SIE, and Series 7 licenses. Timothy is registered in 30 states and the District of Columbia. Timothy provides a range of financial services including portfolio management, financial planning, and investment research. Timothy is committed to providing clients with personalized financial advice and strategies that meet their individual needs.

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ADVISOR BIO

Timothy Wu is a financial advisor with UBS Financial Services Inc. Timothy Wu is registered in California and Washington. Timothy Wu has been working in the financial industry since March 6, 2016. Timothy Wu's office is located at 135 S. State College Blvd, Suite 650, Brea, CA 92821. Timothy Wu is also registered in Oregon and Washington. Timothy Wu offers financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Timothy Jason Landry is a financial advisor with LPL Financial LLC, based in Carlsbad, CA. Timothy has been in the financial services industry since 1999. Prior to joining LPL Financial LLC, Timothy worked for Financial Network Investment Corporation in Westlake Village, CA and Centaurus Financial, Inc. in Anaheim, CA. Timothy holds the Series 66, Series 7, and SIE licenses. Timothy is registered with FINRA and the states of California, Colorado, District of Columbia, Florida, Georgia, Idaho, Massachusetts, Minnesota, Oregon, Pennsylvania, Texas, Utah, and Washington. Timothy specializes in providing financial advice to individuals, businesses, and charitable organizations. Timothy is also a registered investment advisor with LPL Financial LLC.

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