Timothy George Thorold Barnett

Employer firm

Caledonia Wealth Management, Ltd. CRD 149649

$78.1M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Caledonia Wealth Management, Ltd.

1260 Yellow Pine Avenue, Boulder, CO 80304 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2009-03-04

CO RA
APPROVED

Since 2009-03-04

Branch Locations

1260 Yellow Pine Avenue, Boulder, CO 80304 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Caledonia Wealth Management, Ltd.	Boulder	CO	02/2009	Present

02/2009 → Present

Caledonia Wealth Management, Ltd.

Boulder, CO

Previous Registrations

2000-08-03 → 2009-10-05

Agile Group

Boulder, CO
1999-01-01 → 2009-05-12

Agile Advisors Inc.

Boulder, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-12

S66 Uniform Combined State Law Examination

2001-02-12

View on SEC IAPD

Employer firm

Current Employers

Caledonia Wealth Management, Ltd.

Disclosures

Employment History

Previous Registrations

Exams

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