Timothy Warren Peterson

Current Employers

Employment History

• 05/2013 → 08/2019
  Horter Investment Management, Llc
  Cincinnati, OH
• 10/2007 → Present
  Twp Financial
  Chicago, IL
• 08/2019 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 07/2020 → Present
  Twp Wealth Management
  Chicago, IL
• 04/2021 → Present
  Twp Financial & Insurance Services Llc
  Chicago, IL

Previous Registrations

• 2013-05-24 → 2019-08-23
  Horter Investment Management, Llc
  Los Angeles, CA
  Los Angeles, CA
  Beverly Hills, CA
  Cincinnati, OH

Other Businesses

(1) TWP FINANCIAL , Title: OWNER, Description: I HELP CLIENTS WITH THEIR INSURANCE NEEDS. MOST OF IT IS DONE OVER THE PHONE AND SCREEN SHARING. 15% OF THE CLIENTS COME INTO THE OFFICE. WE HELP THEM GET THE BEST INSURANCE FOR THEIR NEEDS. , Start Date: 10-01-2007, Address: CHICAGO IL, Investment-related? NO, Hours per month: 150, During trading hours: 150 (2) TWP FINANCIAL & INSURANCE INVESTMENT, Title: OWNER, Description: HEALTH INSURANCE FOR GROUPS, INDIVIDUALS AND SENIORS, LIFE, DISABILITY, LONG TERM CARE AND ANNUITIES., Start Date: 04-01-2021, Address: CHICAGO IL , Investment-related? NO, Hours per month: 150, During trading hours: 150 (3) PLANETARY GOVERNANCE FORUM, Title: DIRECTOR, Description: DIRECTOR OF A NEW NON-PROFIT THAT WILL BE HOSTING A CONFERENCE AT THE VATICAN ON PLANETARY GOVERNANCE. WE WILL BE FUNDRAISING MONEY FOR THE CONFERENCE AND THAT MONEY WILL BE USED TO HELP PAY FOR CERTAIN PEOPLE TO ATTEND. MY ROLE IS PURELY TO HELP SET UP THE STRUCTURE OF THE NON-PROFIT., Start Date: 06/21/2026, Address: 2352 N SPAULDING AVE, APT 202, Investment-related? NO, Hours per month: 5-10, During trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-19