Timothy J. Greaves

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-04-04
GA	RA	APPROVED	2022-03-24

Branch Locations

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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Atlanta	GA	06/2016	10/2017
Personal Capital Advisors	Atlanta	GA	10/2017	10/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Duluth	GA	10/2019	02/2022
Bank Of America, N.A.	Duluth	GA	10/2019	02/2022
J.P. Morgan Securities Llc	Atlanta	GA	02/2022	Present
Jpmorgan Chase Bank, N.A.	Atlanta	GA	02/2022	Present

06/2016 → 10/2017

Fidelity Brokerage Services Llc

Atlanta, GA
10/2017 → 10/2019

Personal Capital Advisors

Atlanta, GA
10/2019 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Duluth, GA
10/2019 → 02/2022

Bank Of America, N.A.

Duluth, GA
02/2022 → Present

J.P. Morgan Securities Llc

Atlanta, GA
02/2022 → Present

Jpmorgan Chase Bank, N.A.

Atlanta, GA

2019-10-11 → 2022-02-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cumming, GA

Duluth, GA

Lawrenceville, GA

Cumming, GA

Duluth, GA
2017-10-17 → 2019-10-02

Personal Capital Advisors Corporation

Cumming, GA

Greenwood Village, CO

Atlanta, GA
2016-08-05 → 2017-10-16

Strategic Advisers Llc

Dunwoody, GA
2012-08-08 → 2016-06-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Atlanta, GA

Atlanta, GA

Suwanee, GA

Alpharetta, GA

Marietta, GA

Atlanta, GA

Duluth, GA

Marietta, GA

Atlanta, GA
2010-06-11 → 2012-07-27

Harrisdirect Llc

Arlington, VA
2007-08-15 → 2010-02-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Islip, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-14
S63	Uniform Securities Agent State Law Examination	2003-05-30

Other Firms