William Timothy Bourne

Current Employers

Employment History

• 10/2009 → 01/2017
  Triad Advisors, Inc
  Norcross, GA
• 02/2016 → 04/2020
  James River Advisory, Inc.
  Forest, VA
• 01/2017 → 04/2020
  Colorado Financial Service Corporation
  Centennial, CO
• 04/2020 → Present
  Cambridge Investment Research
  Fairfield, IA
• 04/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-04-19 → 2020-04-03
  James River Advisors
  Lynchburg, VA
• 2012-12-10 → 2016-04-18
  Triad Advisors Llc
  Atlanta, GA
  Forest, VA
• 2003-04-08 → 2006-02-03
  Wells Fargo Clearing Services, Llc
  Brookneal, VA
  Madison Heights, VA
  Lynchburg, VA
  Rustburg, VA
• 2002-05-01 → 2003-04-04
  Rbc Capital Markets, Llc
  Forest, VA

Other Businesses

1) WILLIAM T BOURNE, 1703 ENTERPRISE DRIVE, STE A, LYNCHBURG, VA, INSURANCE AGENT/SALES, FINANCIAL CONSULTANT, 03/31/20, INV REL, 10/WK- 5/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA.04/02/20, INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 3) THE BOURNE GROUP, INC, 1703 ENTERPRISE DR, Suite A, LYNCHBURG VA 24502, 04/2012, President, Owner/Partner of a Business Entity, NIR, 80 HR/MO, 80 HR/MO TRADING. 4) JAMES RIVER ADVISORS, 1703 Enterprise Drive Suite A Lynchburg VA 24502, START DATE 12/2025, Investment Advisor Representative, DBA Name, INV REL, HR/MO 40, HR/MO TRADING 160 5) THE BOURNE GROUP, INC, 1703 Enterprise Dr Suite A Lynchburg VA 24502, START DATE 01/1800, President, Owner/Partner of a Business Entity, NIR, HR/MO 1, HR/MO TRADING 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-04
• S63 Uniform Securities Agent State Law Examination
  2009-11-19

Other Names

• Tim Bourne