Timothy Henry Schmedes

Employer firm

Global Trust CRD 143120

$450M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 05/2018
  Perry & Group, Cpa, Llc
  West Palm Beach, FL
• 06/2016 → 03/2017
  Cs Marketing Solutions, Llc
  Jupiter, FL
• 10/2017 → 08/2019
  Coastal Way Financial Group, Llc
  West Palm Beach, FL
• 05/2018 → Present
  Schmedes Mcallister, Pllc
  Palm Beach Gardens, FL
• 05/2025 → Present
  Global Trust
  Palm Beach Gardens, FL

Previous Registrations

• 2017-10-30 → 2019-08-16
  Coastal Way Financial Group, Llc
  West Palm Beach, FL
• 2013-02-21 → 2016-03-11
  Global Trust
  Palm Beach Gardens, FL

Other Businesses

Arc Light SM Holdings LLC; 40% ownership; Manager & Owner; start date 10/18/2021; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; owns office building; not investment related Roman Lodging Solutions; 10% ownership; Limited Partner & Owner; start date 12/31/2024; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; owns an RV to rent out to utility company during storms; not investment related Harbor Haven Lodging LLC; 50% ownership; Manager & owner; start date 12/10/2024; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; billing company for Roman Lodging Solutions; not investment related Ace Material Holdings, LLC; 1.08% ownership; Limited Partner; start date 3/30/2023; 218 S. US Hwy 1, Ste 202, Tequesta, FL 33469; pooled investment vehicle invested in Seekr Technologies, a startup C-Corp; investment related Timothy Schmedes PA; 100% ownership; President; 515 N. Flagler Drive, Ste P300, West Palm Beach, FL 33407; holding company for tax purposes; not investment related Schmedes McAllister PLLC - 49.5% ownership; Manager; start date 5/10/2018; 11211 Prosperity Farms Rd, Ste B106, Palm Beach Gardens, FL 33410; CPA firm; not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-01

Designations

• Certified Financial Planner