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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-24
NC RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2026-03-24
  • NC RA
    APPROVED
    Since 2025-01-27

Branch Locations

Chapel Hill, NC • United States

2530 Meridian Parkway, 3Rd Floor, Durham, NC 27713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Investment Center Inc Research Triangle Park NC 12/2013 01/2025
Ic Advisory Services Inc Research Triangle Park NC 12/2013 01/2025
Commonwealth Financial Network Waltham MA 01/2025 Present
White Oak Financial Specialists Inc Research Triangle Park NC 01/2025 Present
  • 12/2013 → 01/2025
    The Investment Center Inc
    Research Triangle Park, NC
  • 12/2013 → 01/2025
    Ic Advisory Services Inc
    Research Triangle Park, NC
  • 01/2025 → Present
    Waltham, MA
  • 01/2025 → Present
    White Oak Financial Specialists Inc
    Research Triangle Park, NC
Previous Registrations
Other Businesses

1. Fixed insurance sales; Located at 2530 Meridian Parkway, Durham, NC 27713, as of 1/27/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, White Oak Financial Specialists; a private entity established to facilitate securities, advisory, and insurance business; Located in Durham, NC; as of 12/13/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner of rental property located in Chapel Hill, NC, as of 08/01/2009; 1% time spent during business hours; Not conducted at branch location; Investment related. 4. Co-owner of rental property located in Chapel Hill, NC, as of 08/01/2009; 1% time spent during business hours; Not conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-06
  • S66 Uniform Combined State Law Examination
    2009-02-06
Designations
Other Names
  • Timothy C Atkins
  • Tim Atkins

View on SEC IAPD

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