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Samuel Bradford Soots

Timonier

Winston Salem, NC

CRD 5673982

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Employer firm

Timonier CRD 150748

$450M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Timonier

121 Reynolda Village Suite B, Winston Salem, NC 27106 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-22
  • NC RA
    APPROVED
    Since 2026-01-22

Branch Locations

121 Reynolda Village Suite B, Winston Salem, NC 27106 • 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
Tpc Jasna Polana Princeton NJ 03/2016 12/2016
Clean Rental Philadelphia PA 01/2017 05/2017
Old North State Trust, Llc Greensboro NC 11/2017 12/2021
Timonier Family Office, Ltd. Winston-Salem NC 01/2022 Present
Timonier Family Office, Ltd. Winston-Salem NC 01/2022 Present
Unemployed Winston-Salem NC 06/2017 10/2017
  • 03/2016 → 12/2016
    Tpc Jasna Polana
    Princeton, NJ
  • 01/2017 → 05/2017
    Clean Rental
    Philadelphia, PA
  • 11/2017 → 12/2021
    Old North State Trust, Llc
    Greensboro, NC
  • 01/2022 → Present
    Timonier Family Office, Ltd.
    Winston-Salem, NC
  • 01/2022 → Present
    Timonier Family Office, Ltd.
    Winston-Salem, NC
  • 06/2017 → 10/2017
    Unemployed
    Winston-Salem, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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