Timothy Philip Wakefield

Current Employers

Employment History

• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Florence, AL
• 07/2014 → Present
  Wakefield Ventures, Llc Dba The Spinning Spoke Cycle Hub
  Florence, AL
• 05/2016 → 03/2019
  Wakefield Ventures Ii, Llc Dba Trek Bicycle Store Tuscaloosa
  Tuscaloosa, AL
• 07/2017 → Present
  Wakefield Ventures, Llc Dba Trek Bicycle Store Columbia
  Columbia, TN

Previous Registrations

• 2008-10-08 → 2014-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florence, AL

Other Businesses

Business Ownership; Wakefield Ventures II, LLC dba Trek Bicycle Store Tuscaloosa; I sold the assets of this bicycle shop in March of 2019. However, we still have the LLC opened. This business is no longer owned or operated by me.; Retail - Specialty Bicycle Shop; 1800 McFarland Blvd. E Suite 418, , Tuscaloosa, AL, 35404; Not Investment-Related; 05/01/2016; 0 hours per month; 0 during trading hours / Wakefield Ventures, LLC dba The Spinning Spoke Cycle Hub; I am not involved in the day to day operations of the businesses. Our managers operate the business on a day to day basis.; Retail - Specialty Bicycle Shop; 221 N. Seminary Street, , Florencea, AL, 35630; Not Investment-Related; 07/01/2014; 1 to 9 hours per month; 0 during trading hours / Wakefield Ventures, LLC dba Trek Bicycle Store Columbia; I am not involved in the day to day operations of the businesses. Our managers operate the business on a day to day basis.; Retail - Specialty Bicycle Shop; 11 Public Square, , Columbia, TN, 38401; Not Investment-Related; 07/01/2017; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Downtown Florence Alliance; Board Member; 301 N Pine Street, , Florence, AL, 35630; Investment-Related; 04/01/2021; 1 to 9 hours per month; 0 during trading hours / Big Brothers Big Sisters of the Shoals; Board Member; 216 S Marengo St, Suite B, Florence, AL, 35630; Investment-Related; 07/01/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Bank Independent; Financial Advisor - offer investment solutions to bank clients; ; 210 S Pine Street, , Florence, AL, 35630; Investment-Related; 03/01/2020; 60 hours per month; 60 during trading hours. Other Business Activities; North Alabama Conference of The United Methodist Church Finance Committee; The North Alabama Conference of The United Methodist Church formed this committee to meet several times over the next 12-18 months to discuss the potential financial impact of certain decisions, etc...; 898 Arkadelphia Rd , , Birmingham , AL, 35204; Investment-Related; 05/21/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-21

Other Names

• Timothy P Wakefield