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Timothy William Irwin

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clifton Park, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-12
NY RA APPROVED 2021-04-19
CT RA APPROVED 2019-07-31
  • TX RA
    APPROVED_RES
    Since 2021-12-12
  • NY RA
    APPROVED
    Since 2021-04-19
  • CT RA
    APPROVED
    Since 2019-07-31

Branch Locations

449 Route 146, Clifton Park, NY 12065 • 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
Columbia Management Investment Distributors Inc Boston MA 11/2013 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 06/2019 Present
Bank Of America, N. A. Boston MA 08/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-28
S63 Uniform Securities Agent State Law Examination 2013-04-25
  • S65 Uniform Investment Adviser Law Examination
    2014-01-28
  • S63 Uniform Securities Agent State Law Examination
    2013-04-25
Other Names
  • Timothy William Irwin
  • Timothy William Irwin
  • Timothy W Irwin
  • Timothy Irwin

View on SEC IAPD

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Other Offices

KEY INVESTMENT SERVICES LLC · CLIFTON PARK, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY
OPTIMUS WEALTH MANAGEMENT GROUP, INC. · CLIFTON PARK, NY
PFS INVESTMENTS INC. · CLIFTON PARK, NY
BANKERS LIFE ADVISORY SERVICES, INC. · Clifton Park, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY
OSAIC WEALTH, INC. · CLIFTON PARK, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY

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