Timothy Paul Portelance

Current Employers

Employment History

• 09/2000 → 07/2019
  Edward Jones
  St Louis, MO
• 07/2019 → 03/2024
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 07/2019 → 03/2024
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC
• 07/2019 → 03/2024
  Freedom Street Partners, Llc
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Charlotte, NC
• 03/2024 → 12/2024
  Elan Wealth Management, Llc
  Charlotte, NC

Previous Registrations

• 2024-03-24 → 2025-01-28
  Elan Wealth Management, L.L.C.
  Southern Shores, NC
  Charlotte, NC
• 2019-07-12 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
  Charlotte, NC
• 2007-01-26 → 2019-07-12
  Edward Jones
  Mooresville, NC

Other Businesses

(1)Name of Business: Address: 151 Capital Ave Unit 4309, Mooresville, NC, 28117, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/28/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This only describes the unit that I rent out under the 125 East Plaza Dr, LLC name. Unit #106. (2)Name of Business: Peninsula at Lake James, POA; City/State: Nebo, NC; Activity Type: Board/Committee Memberships; Position/Title: President; Investment Related: No; Start Date: 10/01/2022; Hours per month devoted to this business: 6 Hours per month devoted to this business during trading hours: 0; Description of duties: Handling neighborhood issues and conducting meetings. (3) Name of Business: Freedom Street at Steward Partners Office; City/State: Mooresville, NC; Activity Type: Real Estate for Rent/Lease; Position/Title: Owner; Investment Related: No; Start Date: 02/15/2023 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Collecting rents from lessee. (4)Name of Business: Freedom Street Partners, LLC Address: 6525 Carnegie Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Freedom Street Partners is my OSJ (5)Name of Business: FSP Enterprise, LLC Address: 6525 Carnegie Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner/ Non control (6)Name of Business: Portelance Financial, LLC Address: 6525 Morrison Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/23/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-17
• S65 Uniform Investment Adviser Law Examination
  1998-01-26
• S63 Uniform Securities Agent State Law Examination
  1992-04-20

Other Names

• Timothy Portelance
• Tim Portelance