Timothy Jefferson Power

Current Employers

Employment History

• 07/2016 → 04/2021
  Surepath Wealth Management Llc
  Austin, TX
• 03/2022 → 06/2024
  Wealthsource Partners, Llc
  Austin, TX
• 01/2024 → Present
  Balance Wealth, Llc
  Austin, TX
• 04/2021 → 02/2022
  Wealthsource Partners, Llc
  Austin, TX
• 03/2021 → 04/2021
  Wealthsource Partners, Llc
  Austin, TX
• 03/2021 → 03/2021
  Wealthsource Partners, Llc
  Austin, TX

Previous Registrations

• 2021-03-05 → 2024-06-07
  Wealthsource®
  Austin, TX
  Austin, TX
• 2016-07-18 → 2021-04-21
  Surepath Wealth Management
  Round Rock, TX
  Austin, TX
  San Antonio, TX
  Frisco, TX
• 2010-06-17 → 2016-07-21
  Eagle Strategies Llc
  Waltham, MA
• 2007-07-02 → 2009-01-12
  Blackrock Financial Management, Inc
  New York, NY

Other Businesses

1.) TIMOTHY JEFFERSON POWER; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE, AUSTIN, TEXAS; INSURANCE AGENCY; INSURANCE AGENT; JUNE 8, 2009 START DATE; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. 2.) TIMOTHY JEFFERSON POWER; NOT INVESTMENT RELATED; PRIVATE RESIDENCE, AUSTIN, TEXAS; ARTIST; JANUARY 2015 START DATE; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONS AND SALES DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-26
• S63 Uniform Securities Agent State Law Examination
  2004-05-21

Other Names

• Timothy J Power
• Tim Power