Timothy Patrick Gomez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2015 → Present
  Waddell & Reed Inc
  Lakewood, CO
• 12/2015 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Aurora, CO
• 01/2016 → 06/2020
  Tg Services
  Lakewood, CO
• 01/2018 → Present
  Darin Hammerschmidt
  Golden, CO
• 01/2018 → Present
  Daryl Christensen
  Golden, CO
• 06/2020 → Present
  Timothy P Gomez, Llc
  Aurora, CO
• 07/2021 → Present
  Lpl Financial Llc
  Lakewood, CO

Previous Registrations

• 2015-10-30 → 2021-07-21
  Waddell & Reed
  Colorado Springs, CO
  Denver, CO
  Golden, CO
  Las Vegas, NV
  Lakewood, CO

Other Businesses

1) 06/22/2020 - Business Entity For Tax/Investment Purposes Only / Timothy P Gomez, LLC / Not Investment Related / 0Hrs/Mo / Aurora, CO 80015 2) 07/2021 - DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Lakewood, CO 80401 3) 07/06/2022 - WealthClarity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2022. 4) 08/30/2022 - WealthClarity, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/24/2022 - 1 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2015-10-30

Other Names

• Tim Gomez