Timothy James Kaiser

Current Employers

Employment History

• 02/2011 → 01/2018
  Girard Securities
  San Diego, CA
• 04/2017 → 01/2018
  Cetera Advisors Llc
  Denver, CO
• 01/2018 → 02/2024
  Wealth Advisors Inc
  Rancho Santa Fe, CA
• 01/2018 → 05/2019
  First Allied Securities, Llc
  San Diego, CA
• 11/2023 → Present
  Perigon Wealth Management, Llc Dba Wealth Advisors, Inc.
  Rancho Santa Fe, CA

Previous Registrations

• 2019-08-12 → 2024-02-16
  Wealth Advisors, Inc.
  Henderson, NV
  Rancho Santa Fe, CA
  Rancho Santa Fe, CA
• 2014-06-03 → 2017-11-15
  Girard Securities, Inc.
  San Diego, CA

Other Businesses

[1] Wealth Advisors, Inc. Investment-related; 16909 Via De Santa Fe, Suite 200, Rancho Santa Fe, CA 92067; Wealth Advisors, Inc. is a DBA for investment advisory services with Perigon; 11/2023; 160 hours/month during, conducted during securities trading hours; financial planning and investment management services provided to clients. [2] Kaiser Oaks, LLC; Not-investment related; Escondido, California; Equine boarding and care business; Co-owner; 08/2018; Approximately thirty hours per month, none of which are during securities trading hours; Duties include housing, feeding, cleaning, and general care of the horses.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-02
• S63 Uniform Securities Agent State Law Examination
  2013-05-20

Other Names

• Tim Kaiser