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Timothy John Deangelo

Smithbridge Asset Management, Inc.

Chadds Ford, PA

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Current Employers
Smithbridge Asset Management, Inc.

116 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-23
  • PA RA
    APPROVED
    Since 2024-08-23

Branch Locations

116 Commons Court, Chadds Ford, PA 19317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wharton Business Group, Llc Malvern PA 02/2015 05/2020
Daniels + Tansey, Llp Wilmington DE 06/2020 10/2023
Creative Planning, Llc Wilmington DE 10/2023 11/2023
Unemployed Garnet Valley PA 12/2023 06/2024
Smithbridge Investment Management, Inc. Chadds Ford PA 06/2024 Present
Smithbridge Asset Management, Inc. Chadds Ford PA 06/2024 Present
  • 02/2015 → 05/2020
    Wharton Business Group, Llc
    Malvern, PA
  • 06/2020 → 10/2023
    Daniels + Tansey, Llp
    Wilmington, DE
  • 10/2023 → 11/2023
    Creative Planning, Llc
    Wilmington, DE
  • 12/2023 → 06/2024
    Unemployed
    Garnet Valley, PA
  • 06/2024 → Present
    Smithbridge Investment Management, Inc.
    Chadds Ford, PA
  • 06/2024 → Present
    Smithbridge Asset Management, Inc.
    Chadds Ford, PA
Previous Registrations
  • 2023-10-02 → 2023-12-01
    Creative Planning
    Wilmington, DE
    Overland Park, KS
  • 2020-06-11 → 2023-10-06
    Daniels + Tansey, L.L.P.
    Wilmington, DE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-15
  • S63 Uniform Securities Agent State Law Examination
    2006-05-15
Designations

View on SEC IAPD

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Other Offices

DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
CORECAP ADVISORS · Glen Mills, PA
CHARTERED ADVISORY GROUP · CHADDS FORD, PA

More in Chadds Ford, PA

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