Timothy Edward Curtis Menefee

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 08/2019
  Edward Jones
  St. Louis, MO
• 08/2019 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 08/2019 → 05/2020
  Traverse Wealth Management
  Longmont, CO
• 01/2021 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 03/2025 → Present
  Touchstone Capital - Ria
  Pittsburg, PA
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Longmont, CO

Previous Registrations

• 2025-03-27 → 2025-12-31
  Touchstone Capital, Inc.
  Longmont, CO
• 2019-08-30 → 2025-04-01
  Commonwealth Financial Network
  Longmont, CO
  San Diego, CA
  Longmont, CO
• 2007-01-18 → 2019-09-05
  Edward Jones
  Longmont, CO

Other Businesses

(1)Name of Business: Ash Brokerage Address: 600 Longs Peak Ave Unit A, Longmont, CO, 80501-4020, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 09/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ash provides me with advice and help with my term and hybrid long term care insurance. (2)Name of Business: Bradley Family Foundation Address: 645 Tenacity Drive, Unit C, Longmont, CO, 80501, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/17/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My roll is to give feedback on what their two financial advisors invest the funds for the foundation. I do not give advice on the investment management nor do I have any control over those two accounts. (3)Name of Business: Menefee, Curtis & House, Kathryn Address: 600 Longs Peak Ave Ste A, Longmont, CO, 80501-4020, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 11/27/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Full Power of Attorney duties. (4)Name of Business: Menefee, Curtis & House, Kathryn Address: 600 Longs Peak Ave Ste A, Longmont, CO, 80501-4020, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 11/27/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Full power or attorney (5)Name of Business: Rockfish Development Address: 248 Bross Street, Longmont, CO, 80501, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work with my brother to decide on natural gas leases.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-26
• S63 Uniform Securities Agent State Law Examination
  2005-08-26

Other Names

• Timothy Edward Curtis Menefee