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Timothy Winfield Harvey

Aspiriant, LLC

Los Angeles, CA

Mountain View, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-21
  • CA RA
    APPROVED
    Since 2024-10-21

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

2570 West El Camino Real Suite 520, Mountain View, CA 94040 • 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
Brownson, Rehmus & Foxworth Menlo Park CA 08/2016 03/2017
Bordeaux Wealth Advisors Llc Menlo Park CA 03/2017 05/2021
Hc Financial Advisors Inc. Lafayette CA 06/2021 08/2022
The Mather Group, Llc Chicago IL 08/2022 09/2024
Aspiriant, Llc Mountain View CA 09/2024 03/2026
Aspiriant, Llc Mountain View CA 03/2026 Present
  • 08/2016 → 03/2017
    Brownson, Rehmus & Foxworth
    Menlo Park, CA
  • 03/2017 → 05/2021
    Bordeaux Wealth Advisors Llc
    Menlo Park, CA
  • 06/2021 → 08/2022
    Hc Financial Advisors Inc.
    Lafayette, CA
  • 08/2022 → 09/2024
    The Mather Group, Llc
    Chicago, IL
  • 09/2024 → 03/2026
    Aspiriant, Llc
    Mountain View, CA
  • 03/2026 → Present
    Aspiriant, Llc
    Mountain View, CA
Previous Registrations
  • 2022-08-18 → 2024-10-09
    The Mather Group, Llc
    Lafayette, CA
    Chicago, IL
  • 2021-06-09 → 2022-08-09
    Hc Financial Advisors Inc
    Lafayette, CA
  • 2017-04-14 → 2021-05-24
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 2016-08-26 → 2017-04-05
    Brownson, Rehmus & Foxworth
    Menlo Park, CA
  • 2013-07-09 → 2016-08-08
    Pathway Financial Advisors, Llc
    South Burlington, VT
  • 2011-01-07 → 2013-06-05
    Tower Square Securities, Inc.
    Bristol, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-01
  • S66 Uniform Combined State Law Examination
    2010-12-01
Designations
Other Names
  • Timothy Harvey

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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