Timothy Michael Reis

Current Employers

Employment History

• 04/2001 → 06/2023
  Woodbury Financial Services
  West Bend, WI
• 06/2023 → 08/2024
  Lpl Financial, Llc
  West Bend, WI
• 06/2023 → Present
  Merit Financial Group Llc Dba Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2001-02-14 → 2023-06-13
  Woodbury Financial Services, Inc.
  West Bend, WI
  West Bend, WI

Other Businesses

1. Merit Financial Group d/b/a Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. TNR Hideaway, LLC. Not Investment Related. At Registered Location. Real Estate Rental. Real Estate Rentals. Start Date: 10/25/2017. 1 hr/ month; all during trading hours. Real Estate Investment property 3. 4524 Building LLC. Not Investment Related. At Registered Location. Real Estate Rental / Commercial / Property / Management Services. Commerical Real Estate. Start Date: 09/01/2011. 3 hrs/ month; all during trading hours. Commerical Real Estate 4. TNRF Lake, LLC. Not Investment Related. At Registered Location. Operating LLC / Support Company. Owner. Start Date: 03/31/2016. 2 hrs/ month; all during trading hours. Co-Owner Second home 5. Fixed Insurance. Investment Related. At Registered Location. Fixed Insurance Sales. Agent. 08/2024. 5 Hrs/Mo; All During Trading Hours. Fixed Insurance Sales.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-18
• S63 Uniform Securities Agent State Law Examination
  1993-02-22

Other Names

• Timothy M Reis
• Timothy Michael Reis
• Timothy Reis