Tim David Weinberg

Current Employers

Employment History

• 01/1986 → Present
  Weinberg & Associates Financial Services Group
  Roseburg, OR
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2022 → Present
  Hughwood Square, Llc
  Rosenburg, OR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Weinberg & Associates Financial Services Group
  Roseburg, OR

Other Businesses

1. NAME OF OTHER BUSINESS: WEINBERG & ASSOCIATES FINANCIAL SERVICES GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX PREPARATION; START DATE: 01/1989; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, PAYROLL, TAX PREPARATION, BUSINESS CONSULTATION; 2. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED BRANCH NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: N/A APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE INSURANCE; 3. NAME OF OTHER BUSINESS: HUGHWOOD SQUARE, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL RENTAL; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER OF HOLDING COMPANY FOR COMMERCIAL RENTAL; 4. NAME OF OTHER BUSINESS: WEINBERG & ASSOCIATES FINANCIAL SERVICES GROUP, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, PERSONAL AND BUSINESS CONSULTATION

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-09-21