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Timothy Whitmoyer

Lountzis Asset Management, LLC

Wyomissing, PA

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Current Employers
Lountzis Asset Management, Llc

60 Commerce Drive, Wyomissing, PA 19610 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-09
PA RA APPROVED 2023-08-31
  • TX RA
    APPROVED_RES
    Since 2025-09-09
  • PA RA
    APPROVED
    Since 2023-08-31

Branch Locations

60 Commerce Drive, Wyomissing, PA 19610 • 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
The Vanguard Group, Inc. Malvern PA 03/2021 12/2021
Santander N.A Reading PA 01/2020 03/2021
Coactive Wealth Strategists Reading PA 06/2018 08/2018
Shippensburg University Shippensburg PA 08/2015 05/2019
Unemployed (Graduated College) Reading PA 06/2019 01/2020
Weis Markets Wyomissing PA 06/2017 08/2017
Shippensburg University Shippensburg PA 08/2016 05/2019
Lountzis Asset Management Wyomissing PA 01/2022 Present
  • 03/2021 → 12/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 01/2020 → 03/2021
    Santander N.A
    Reading, PA
  • 06/2018 → 08/2018
    Coactive Wealth Strategists
    Reading, PA
  • 08/2015 → 05/2019
    Shippensburg University
    Shippensburg, PA
  • 06/2019 → 01/2020
    Unemployed (Graduated College)
    Reading, PA
  • 06/2017 → 08/2017
    Weis Markets
    Wyomissing, PA
  • 08/2016 → 05/2019
    Shippensburg University
    Shippensburg, PA
  • 01/2022 → Present
    Lountzis Asset Management
    Wyomissing, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
S63 Uniform Securities Agent State Law Examination 2021-05-24
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31
  • S63 Uniform Securities Agent State Law Examination
    2021-05-24
Other Names
  • Timothy J Whitmoyer

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
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