Timothy Douglas Walsh

Employer firm

Xenith Financial Advisory Services, LLC CRD 296479

$21.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2018
  Fortune Financial Services, Inc.
  Monaca, PA
• 03/2018 → Present
  Xenith Financial Advisory Services, Llc
  Fort Worth, TX
• 10/2000 → Present
  Xenith Financial Solutions Center
  Fort Worth, TX
• 12/2020 → Present
  Xf Investments, Llc.
  Fort Worth, TX

Previous Registrations

• 2015-11-16 → 2016-05-23
  World Choice Securities, Inc.
  Euless, TX
  Ft Worth, TX

Other Businesses

I OWN/OPERATE AN INSURANCE AGENCY: TIMOTHY WALSH DBA Xenith Financial Solution Center,LLc. WE OFFER CLIENTS PROPERTY AND CASUALTY, LIFE & HEALTH INSURANCE, PRE-PAID LEGAL SERVICES, CREDIT/DEBT REPAIR SERVICES, AND TRUST SERVICES. BEDFORD, TX. THIS BUSINESS IS NOT INVESTMENT RELATED. STARTED IN OCTOBER 2000. 10 HOURS PER WEEK.SEND OUT CARDS - CARD SALES TO BUSINESSES,NON INVESTMENT RELATED,5 HRS WEEK DISCOVER MARKET WEALTH - INVESTMENT RELATED SOFTWARE SALES,MAINTAIN CURRICULUM,MENTORING,MARKETING ENROLLMENTS,10 HRS WEEK Xenith Financial Ministries, Inc. [Religious Education] this is to be a 501 [c3] non profit designed for supporting church-planting efforts, locally and globally. It is not currently functioning awaiting approval of the 501 [c3]. the name has been approved in TX. There will be no compensation, and 3 individuals will be involved. Representative as president, his wife and 1 other person as treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-12
• S63 Uniform Securities Agent State Law Examination
  2003-12-17