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Timothy Patrick Mcinnis

Commonwealth Financial Network

Simi Valley, CA

CRD 5448784

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-09-22
  • CA RA
    APPROVED
    Since 2011-09-22

Branch Locations

990 Enchanted Way Suite 107, Simi Valley, CA 93065 • 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
Wm. "Al" Muskat Cfp, Inc. Simi Valley CA 09/2007 Present
Commonwealth Financial Network Waltham MA 07/2009 Present
Commonwealth Financial Network Simi Valley CA 07/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-16
  • S66 Uniform Combined State Law Examination
    2008-10-16
Other Names
  • Timothy Patrick Mcinnis
  • Patrick Mcinnis

View on SEC IAPD

Nearby Firms

HBW ADVISORY SERVICES LLC
TORTUGA ADVISERS LLC
BRIDGE THE GAP RETIREMENT PLANNERS

Nearby Investors

JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN

Nearby Offices

HBW ADVISORY SERVICES LLC · SIMI VALLEY, CA
TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA

More in Simi Valley, CA

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