Timothy S Helman

Current Employers

Employment History

• 07/2004 → Present
  Bill Few Securities, Inc.
  Pittsburgh, PA
• 05/2002 → Present
  C.B. Tracy & Associates, Inc.
  Greensburg, PA
• 01/2017 → Present
  Eastwood Professional Centers Ii
  Greensburg, PA
• 03/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND DISABILITY 2. NAME OF OTHER BUSINESS: C.B. TRACY & ASSOCIATES, INC. DBA TRACYCO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2002 POSITION/TITLE/RELATIONSHIP: CFO APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: MANAGE THE FINANCIAL OPERATION OF INSURANCE AND BENEFITS FIRM / PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: EASTWOOD PROFESSIONAL CENTERS II INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 1/2017 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: FINANCIAL AND GENERAL DUTIES - RENTAL TO TWO COMMERCIAL TENANTS 4. NAME OF OTHER BUSINESS: C.B. TRACY & ASSOCIATES, INC. DBA TRACYCO ; INVESTMENT RELATED: YES ; ADDRESS: 506 PELLIS ROAD, GREENSBURG, PA 15601; NATURE OF BUSINESS: PLAN ADMINISTRATION; START DATE: 5/2002; POSITION/TITLE/RELATIONSHIP: CFO; APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: FINANCIAL OVERSIGHT, ADMINISTRATION OF 401(K) AND EMPLOYEE BENEFIT PLANS, TPA SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-03
• S63 Uniform Securities Agent State Law Examination
  2003-06-04