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Ann Robinson Timoney

Opes Wealth Management, LLC

Menlo Park, CA

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Current Employers
Opes Wealth Management, Llc

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-02-12
  • CA RA
    APPROVED
    Since 2019-02-12

Branch Locations

535 Middlefield Road Suite 160, Menlo Park, CA 94025 • 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
Opes Wealth Management, Llc Menlo Park CA 01/2019 Present
Opes Advisors, Inc. Palo Alto CA 12/2004 Present
Previous Registrations
  • 2006-07-12 → 2017-06-08
    Opes Advisors, Inc.
    Cupertino, CA
    Los Gatos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-11
  • S65 Uniform Investment Adviser Law Examination
    2006-07-11
Designations
Other Names
  • Ann Bryce Robinson

View on SEC IAPD

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