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Timothy Yeats Thomas

Members Wealth LLC

Media, PA

Santa Barbara, CA

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Current Employers
Members Wealth Llc

1 South Olive Steet Suite 1C, Media, PA 19063 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-24
PA RA APPROVED 2023-08-24
  • CA RA
    APPROVED
    Since 2023-08-24
  • PA RA
    APPROVED
    Since 2023-08-24

Branch Locations

1 South Olive Steet Suite 1C, Media, PA 19063 • United States

10 East Yanonali St, Santa Barbara, CA 93101 • 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
Hoey Investments West Chester PA 02/2018 07/2019
Integrative Investing Santa Barbara CA 12/2018 07/2020
Wealthcare Advisory Partners, Llc Santa Barbara CA 06/2020 09/2021
Hoey Investments, Inc. Santa Barbara CA 10/2021 11/2022
Cs Planning Corp. Portland OR 12/2022 08/2023
Integrative Investing Santa Barbara CA 10/2021 12/2022
Self Employed Santa Barbara CA 12/2014 12/2018
Swell Athletic Club Santa Barbara CA 01/2012 03/2020
Members Wealth Llc Media PA 12/2022 Present
Cate School Santa Barbara CA 01/2012 03/2020
Members Wealth Llc Media PA 08/2023 Present
  • 02/2018 → 07/2019
    Hoey Investments
    West Chester, PA
  • 12/2018 → 07/2020
    Integrative Investing
    Santa Barbara, CA
  • 06/2020 → 09/2021
    Wealthcare Advisory Partners, Llc
    Santa Barbara, CA
  • 10/2021 → 11/2022
    Hoey Investments, Inc.
    Santa Barbara, CA
  • 12/2022 → 08/2023
    Cs Planning Corp.
    Portland, OR
  • 10/2021 → 12/2022
    Integrative Investing
    Santa Barbara, CA
  • 12/2014 → 12/2018
    Self Employed
    Santa Barbara, CA
  • 01/2012 → 03/2020
    Swell Athletic Club
    Santa Barbara, CA
  • 12/2022 → Present
    Members Wealth Llc
    Media, PA
  • 01/2012 → 03/2020
    Cate School
    Santa Barbara, CA
  • 08/2023 → Present
    Members Wealth Llc
    Media, PA
Previous Registrations
  • 2022-12-21 → 2023-11-09
    Cs Planning Corp
    Santa Barbara, CA
    Portland, OR
    Santa Barbara, CA
  • 2021-10-01 → 2023-01-21
    Integrative Investing
    Santa Barbara, CA
  • 2021-10-13 → 2022-11-07
    Hoey Investments, Inc.
    Coatesville, PA
    Santa Barbara, CA
  • 2020-06-01 → 2021-09-29
    Wealthcare Advisory Partners Llc
    Santa Barbara, CA
    West Chester, PA
  • 2018-12-10 → 2020-07-08
    Integrative Investing
    Santa Barbara, CA
  • 2018-04-23 → 2019-01-17
    Hoey Investments, Inc.
    Coatesville, PA
  • 2000-06-30 → 2008-01-02
    Lockwood Financial Services, Inc.
    Malvern, PA
    Malvern, PA
    Malvern, PA
  • 2004-02-09 → 2008-01-02
    Bny Mellon Advisors, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-23
S66 Uniform Combined State Law Examination 1999-03-04
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23
  • S66 Uniform Combined State Law Examination
    1999-03-04
Other Names
  • Timothy Thomas

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEDIA, PA
EDWARD JONES · MEDIA, PA
EDWARD JONES · MEDIA, PA
OBRIEN GREENE & CO INC · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
STONE PINE FINANCIAL PARTNERS · MEDIA, PA
LPL FINANCIAL LLC · MEDIA, PA
CBIZ INVESTMENT ADVISORY SERVICES, LLC · MEDIA, PA

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