Inactive

Timothy Jon Witham

Balanced Life Planning

Villa Hills, KY

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Current Employers

Balanced Life Planning

Villa Hills, KY • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-01
KY	RA	APPROVED	2024-11-04

TX RA
APPROVED_RES

Since 2026-05-01
KY RA
APPROVED

Since 2024-11-04

Branch Locations

Villa Hills, KY • 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

Organization	City	State	From	To
Fidelity Personal And Workplace Advisors	Boston	MA	08/2018	09/2020
Cassady Schiller Wealth Management	Cincinnati	OH	09/2020	04/2024
Balanced Life Planning Llc	Villa Hills	KY	04/2024	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2014	08/2018

08/2018 → 09/2020

Fidelity Personal And Workplace Advisors

Boston, MA
09/2020 → 04/2024

Cassady Schiller Wealth Management

Cincinnati, OH
04/2024 → Present

Balanced Life Planning Llc

Villa Hills, KY
07/2014 → 08/2018

Fidelity Personal And Workplace Advisors

Boston, MA

Previous Registrations

2020-09-23 → 2024-05-29

Cassady Schiller Wealth Management, Llc

Cincinnati, OH
2018-07-13 → 2020-09-09

Fidelity Personal And Workplace Advisors

Boston, MA
2012-06-26 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-25
S63	Uniform Securities Agent State Law Examination	2011-05-16

S66 Uniform Combined State Law Examination

2012-06-25
S63 Uniform Securities Agent State Law Examination

2011-05-16

Designations

Other Names

Tim J Witham
Tim Witham

View on SEC IAPD

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