Timothy Brown

Current Employers

Employment History

• 01/2022 → 02/2022
  Pfs Investments Inc.
  Gallatin, TN
• 10/2020 → 02/2022
  Primerica Financial Services
  Gallatin, TN
• 07/2016 → 11/2022
  Penfield Sport & Fitness
  Rochester, NY
• 06/2016 → 12/2018
  Monroe Community College
  Rochester, NY
• 01/2019 → 05/2021
  Rochester Institute Of Technology
  Rochester, NY
• 01/2019 → 05/2021
  Rochester Institute Of Technology
  Rochester, NY
• 03/2022 → Present
  Guardian Life Insurance Company
  Rochester, NY
• 04/2022 → Present
  Park Avenue Securities
  Rochester, NY
• 12/2023 → 06/2024
  Securities America, Inc.
  Victor, NY
• 12/2023 → 06/2024
  Securities America Advisors
  Victor, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Victor, NY

Previous Registrations

• 2023-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Victor, NY
• 2023-02-15 → 2023-10-02
  Park Avenue Securities Llc
  Pittsford, NY

Other Businesses

ALLIED FINANCIAL SERVICES POSITION: Wealth Management Assistant NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2023 ADDRESS: 90 Linden Oaks Suite 100, Rochester NY 14625, United States DESCRIPTION: Allied Financial Services provides my salary to do work for the rep's affiliated with Osaic. My primary duties are preparing paperwork and client facing materials for the reps to present to clients during meetings. I am also responsible for client account servicing such as contributions/distributions and beneficiary changes. I am also involved in data entry for advisor tools that help guide decision making such as eMoney.

Exams

• S66 Uniform Combined State Law Examination
  2023-02-02