Timothy Richard Pashley

Current Employers

Employment History

• 04/1988 → Present
  Pashley Financial Services, Inc.
  Marmora, NJ
• 08/2015 → 10/2018
  Summit Brokerage Services
  Miramar Beach, FL
• 10/2015 → 10/2018
  Cetera Investment Advisers
  Miramar Beach, FL
• 04/2016 → 10/2018
  Summit Financial Group Inc
  Miramar Beach, FL
• 10/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 10/2018 → 10/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 10/2024
  Osaic Wealth, Inc.
  Ocean View, NJ
• 10/2024 → Present
  Oxford Retirement Advisors
  Atlanta, GA
• 10/2024 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2018-10-01 → 2024-10-10
  Osaic Advisory Services, Llc
  Miramar Beach, FL
  Atlanta, GA
  Miramar Beach, FL
• 2015-10-19 → 2018-10-08
  Cetera Investment Advisers Llc
  Miramar Beach, FL
• 2016-04-06 → 2018-10-08
  Summit Financial Group Inc
  Miramar Beach, FL
• 2010-06-22 → 2015-12-03
  J P Turner & Company Capital Management, Llc
  Greenwood, IN

Other Businesses

1.) Name: PFS Capital Management, LLC; Address: 1405 Baytowne Ave E, Miramar Beach, FL 32550; Investment Related; Yes; Position & Duties: Owner, President; Hours Per Week: 50 Hours; Start Date: 8/1/2018 2.) Name: Oxford Retirement Advisors; Address: 1314 Route 9, Ocean View, NJ 08230; Investment Related: Yes; Position & Duties: Investment Advisor; Hours Per Week: 40 Hours; Start Date: 10/7/2024 3.) Name: 1314 South Shore Road Associates, LLC; Address: 1314 South Shore Road, Marmora ,NJ 08223: Investment Related: No; Position & Duties: Accounting Services Only; Hours Per Week: 1 Hour; Start Date: 1/1/1998 Insurance Licensed - NJ - Life, Accident & Health, Variable Life & Variable Annuity Insurance Licensed - FL - Life, Accident & Health, Variable Life & Variable Annuity

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-10-21

Designations

Other Names

• Timothy R Pashley