Timothy John Bottomly

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-06-18
IL	RA	APPROVED	2025-05-30

Branch Locations

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

Organization	City	State	From	To
Beaumont Financial Partners, Llc	Wellesley Hills	MA	09/2013	08/2017
Marathon A Subsidiary Of Stadion Money Management	Watkinsville	GA	08/2017	11/2019
Alps Distributors Inc	Denver	CO	08/2017	11/2019
Blackrock	Boston	MA	11/2019	12/2020
Blackrock Investments Llc	Boston	MA	11/2019	12/2020
Simon Markets	New York	NY	07/2020	11/2021
Brinker Capital Securities	Berwyn	PA	11/2021	09/2022
Orion Portfolio Solutions	Omaha	NE	11/2021	09/2022
Morningstar Investment Services Llc	Chicago	IL	11/2022	Present

09/2013 → 08/2017

Beaumont Financial Partners, Llc

Wellesley Hills, MA
08/2017 → 11/2019

Marathon A Subsidiary Of Stadion Money Management

Watkinsville, GA
08/2017 → 11/2019

Alps Distributors Inc

Denver, CO
11/2019 → 12/2020

Blackrock

Boston, MA
11/2019 → 12/2020

Blackrock Investments Llc

Boston, MA
07/2020 → 11/2021

Simon Markets

New York, NY
11/2021 → 09/2022

Brinker Capital Securities

Berwyn, PA
11/2021 → 09/2022

Orion Portfolio Solutions

Omaha, NE
11/2022 → Present

Morningstar Investment Services Llc

Chicago, IL

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-09-07
S65	Uniform Investment Adviser Law Examination	2013-10-21