Timothy James Kohn

Current Employers

Employment History

• 03/2011 → 03/2018
  Windhaven Investment Management, Inc.
  Boston, MA
• 05/2017 → 03/2018
  Thomaspartners, Inc
  San Francisco, CA
• 01/2018 → 11/2019
  Charles Schwab Investment Advisory, Inc
  San Francisco, CA
• 12/2019 → 02/2021
  Arcus Capital Partners, Llc
  Ankeny, IA
• 02/2021 → Present
  Charles Schwab & Co., Inc.
  Ankeny, IA
• 02/2021 → Present
  Charles Schwab Bank, Ssb
  Ankeny, IA

Previous Registrations

• 2019-12-11 → 2021-02-05
  Arcus Capital Partners, Llc
  Ankeny, IA
  Atlanta, GA
• 2018-02-22 → 2020-01-06
  Charles Schwab Investment Advisory, Inc.
  Ankeny, IA
  San Francisco, CA
• 2017-05-08 → 2018-03-30
  Thomaspartners, Inc.
  Ankeny, IA
  Boston, MA
• 2011-03-07 → 2018-03-30
  Windhaven Investment Management, Inc.
  Indianapolis, IN
  Ankeny, IA
  Boston, MA
• 2008-06-04 → 2011-03-14
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN
  Indianapolis, IN
• 2002-06-20 → 2005-08-04
  Charles Schwab & Co., Inc.
  Englewood, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-12
• S66 Uniform Combined State Law Examination
  2008-05-06

Designations

Other Names

• Tim Kohn
• Tim J Kohn