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Timothy Robert Jones

Bcr Wealth Strategies

Vestavia, AL

Vestavia, AL

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Current Employers
Bcr Wealth Strategies

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-04-09
  • AL RA
    APPROVED
    Since 2021-04-09

Branch Locations

1952 Urban Center Parkway, Vestavia, AL 35242 • United States

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • 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
Scottrade, Inc. Ridgeland MS 08/2011 02/2018
Td Ameritrade, Inc. Shreveport LA 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Bcr Wealth Strategies Vestavia AL 04/2021 Present
  • 08/2011 → 02/2018
    Scottrade, Inc.
    Ridgeland, MS
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Shreveport, LA
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 04/2021 → Present
    Bcr Wealth Strategies
    Vestavia, AL
Previous Registrations
  • 2018-02-27 → 2021-01-11
    Td Ameritrade, Inc.
    Shreveport, LA
    Huntsville, AL
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Huntsville, AL
  • 2017-03-09 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-09
S63 Uniform Securities Agent State Law Examination 2012-01-23
  • S66 Uniform Combined State Law Examination
    2017-03-09
  • S63 Uniform Securities Agent State Law Examination
    2012-01-23
Other Names
  • Timothy Robert Jones

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RFG ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ELLIS GERALD WINDLE
STEVEN MARK HUDSON
PETER DEWITT HUVER
ELDRED L BARGER
BRYAN LEE PARKER
Cassi Busby Martinez
JONATHAN RAY FOSTER
BOBBY RAY TRUST WHITE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

More in Vestavia, AL

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