Best Investors Account Sign in
Inactive

Timothy Brian Mcmullen

Riverside Financial Advisors LLC

Pittsburgh, PA

CRD 7064867

Claim This Profile
Employer firm

Riverside Financial Advisors LLC CRD 339678

$22.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Riverside Financial Advisors Llc

8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-12
NJ RA APPROVED 2026-03-17
FL RA APPROVED 2026-03-04
TX RA APPROVED 2026-02-13
PA RA APPROVED 2026-01-29
  • VA RA
    APPROVED
    Since 2026-08-12
  • NJ RA
    APPROVED
    Since 2026-03-17
  • FL RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-02-13
  • PA RA
    APPROVED
    Since 2026-01-29

Branch Locations

8085 Saltsburg Road Suite 201, Pittsburgh, PA 15239 • 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
Trinity Wealth Securities L.L.C Philadelphia PA 03/2019 12/2023
Florida Financial Advisors (Dba Tristate Financial Advisors) Philadelphia PA 07/2019 01/2024
Indiana University Of Pennsylvania Indiana PA 08/2015 05/2019
Saxony Securities, Inc. St. Louis MO 01/2024 01/2026
Saxony Capital Management, Llc St. Louis MO 01/2024 01/2026
Riverside Financial Advisors Llc Pittsburgh PA 01/2026 Present
Riverside Financial Advisors Llc Pittsburgh PA 11/2025 Present
Mcmullen Industries, Limited Pittsburgh PA 01/2024 Present
  • 03/2019 → 12/2023
    Trinity Wealth Securities L.L.C
    Philadelphia, PA
  • 07/2019 → 01/2024
    Florida Financial Advisors (Dba Tristate Financial Advisors)
    Philadelphia, PA
  • 08/2015 → 05/2019
    Indiana University Of Pennsylvania
    Indiana, PA
  • 01/2024 → 01/2026
    Saxony Securities, Inc.
    St. Louis, MO
  • 01/2024 → 01/2026
    St. Louis, MO
  • 01/2026 → Present
    Pittsburgh, PA
  • 11/2025 → Present
    Pittsburgh, PA
  • 01/2024 → Present
    Mcmullen Industries, Limited
    Pittsburgh, PA
Previous Registrations
Other Businesses

McMullen Industries, Limited; Investment Related; Owner/Insurance Agent; Pittsburgh, PA; Fixed Insurance Sales; Started 01/2024; Approximately 38 hours per month spent during securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-18
S65 Uniform Investment Adviser Law Examination 2019-05-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-18
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30
Other Names
  • Tim Mcmullen

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Pittsburgh, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor