Timothy Smith Solt

Current Employers

Employment History

• 07/1984 → Present
  Wilson Shannon & Snow, Inc.
  Newark, OH
• 09/2000 → 10/2019
  1St Global Capital Corp
  Newark, OH
• 04/2003 → 10/2019
  1St Global Advisors, Inc.
  Newark, OH
• 03/2004 → 02/2023
  Avantax Insurance Services, Inc.
  Newark, OH
• 10/2019 → 02/2023
  Avantax Advisory Services
  Newark, OH
• 10/2019 → 02/2023
  Avantax Investment Services, Inc.
  Newark, OH
• 03/2023 → Present
  Raymond James Financial Services, Inc.
  New Albany, OH
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  New Albany, OH
• 03/2023 → Present
  Columbus Capital
  New Albany, OH

Previous Registrations

• 2019-10-25 → 2023-03-30
  Avantax Advisory Services
  Dallas, TX
  Pataskala, OH
• 2001-01-24 → 2019-10-25
  1St Global Advisors Inc
  Newark, OH
• 2007-01-03 → 2010-12-31
  Wss Financial Services, Ltd
  Newark, OH
  Newark, OH

Other Businesses

(1)Name of Business: Capital Investment Club Address: 10 West Locust St, Newark, OH, 43055, United States Activity Type: Other Position/Title: Bookkeeper, Partner Investment Related: Yes Start Date: 01/01/1989 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of the Capital Investment Cub. My interest is less than 20% ownership. I do the accounting work for the club, but I do not have check signing authority. I do not recommend any stocks to the group, but do participate in any discussions. (2)Name of Business: WSS Financial Services Address: 80 Millstone Circle, Pataskala, OH, 43062, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prior to my joining Raymond James, I was a financial advisor for Avantax. As part of that activity, I set up an entity to receive commissions. When I left Avantax, the entity is no longer needed, an will be liquidated sometime during 2023. The entity no longer conducts any business.\n\nA final tax return has been prepared for 2023.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-09