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Timothy William Connolly

Yeske Buie Inc.

Vienna, VA

San Francisco, CA

CRD 7444848

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Employer firm

Yeske Buie Inc. CRD 143234

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Yeske Buie Inc.

301 Maple Avenue West Suite 600, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-17
  • CA RA
    APPROVED
    Since 2024-12-17

Branch Locations

301 Maple Avenue West Suite 600, Vienna, VA 22180 • United States

220 Montgomery St Ste 900, San Francisco, CA 94104 • 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
Griffin Black, Inc. Redwood City CA 08/2021 02/2024
Corporate Tax Incentives Houston TX 09/2019 08/2021
Alliantgroup Houston TX 07/2017 09/2019
Addison Group Austin TX 08/2016 07/2017
Yeskie Buie Inc. San Francisco CA 02/2024 Present
  • 08/2021 → 02/2024
    Griffin Black, Inc.
    Redwood City, CA
  • 09/2019 → 08/2021
    Corporate Tax Incentives
    Houston, TX
  • 07/2017 → 09/2019
    Alliantgroup
    Houston, TX
  • 08/2016 → 07/2017
    Addison Group
    Austin, TX
  • 02/2024 → Present
    Yeskie Buie Inc.
    San Francisco, CA
Previous Registrations
Other Businesses

Johnny Foley's Irish House; not investment-related; 243 O'Farrell St., San Francisco, CA 94102; restaurant; Waiter/Busser; started 2010; approximately 2 hours per month, 0 hours per month during securities trading hours; as needed support for front/back of house functions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-26
  • S65 Uniform Investment Adviser Law Examination
    2021-10-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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