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Inactive

Timothy Robert Couture

Compound Planning, Inc.

Norwood, MA

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-21
  • MA RA
    APPROVED
    Since 2025-10-21

Branch Locations

Norwood, MA • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Weston Securities Corporation Wellesley MA 09/2009 02/2017
Weston Financial Group, Inc. Wellesley MA 09/2009 02/2017
Goodman Advisory Group, Llc Needham MA 02/2017 02/2019
Lpl Financial, Llc Needham MA 02/2017 02/2019
Silicon Valley Bank Newton MA 02/2019 03/2023
First Citizens Bank Boston MA 03/2023 12/2023
First Citizens Bank Boston MA 01/2024 10/2025
Compound Planning, Inc. New York NY 10/2025 Present
  • 09/2009 → 02/2017
    Weston Securities Corporation
    Wellesley, MA
  • 09/2009 → 02/2017
    Weston Financial Group, Inc.
    Wellesley, MA
  • 02/2017 → 02/2019
    Goodman Advisory Group, Llc
    Needham, MA
  • 02/2017 → 02/2019
    Lpl Financial, Llc
    Needham, MA
  • 02/2019 → 03/2023
    Silicon Valley Bank
    Newton, MA
  • 03/2023 → 12/2023
    First Citizens Bank
    Boston, MA
  • 01/2024 → 10/2025
    First Citizens Bank
    Boston, MA
  • 10/2025 → Present
    Compound Planning, Inc.
    New York, NY
Previous Registrations
Other Businesses

Licensed Insurance Agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-12
  • S66 Uniform Combined State Law Examination
    2011-03-12
Designations
Other Names
  • Tim Couture

View on SEC IAPD

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