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Rosemary Timoney

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-09
  • NY RA
    APPROVED
    Since 2026-04-09

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Melville NY 11/2012 Present
Previous Registrations
  • 2024-01-04 → 2026-06-02
    Wealthspire Advisors
    Melville, NY
  • 2012-10-01 → 2012-11-14
    J.P. Morgan Securities Llc
    Montauk, NY
    East Hampton, NY
  • 2011-12-19 → 2012-10-01
    Chase Investment Services Corp.
    East Hampton, NY
    Southhampton, NY
    Montauk, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-15
S63 Uniform Securities Agent State Law Examination 2005-01-11
  • S66 Uniform Combined State Law Examination
    2011-12-15
  • S63 Uniform Securities Agent State Law Examination
    2005-01-11
Designations

View on SEC IAPD

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