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Timothy Robert Georgen

Williams Jones Wealth Management, LLC

Palm Beach, FL

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Current Employers
Williams Jones Wealth Management, Llc

717 Fifth Avenue 11Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-19
  • FL RA
    APPROVED
    Since 2024-03-19

Branch Locations

249 Royal Palm Way Suite 502, Palm Beach, FL 33480 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2016 05/2018
Saybrus Partners, Inc. Hartford, Ct CT 05/2018 08/2020
Saybrus Equity Services, Inc. Hartford CT 05/2018 08/2020
Securities America, Inc. Delray Beach FL 10/2020 04/2022
Fisher Investments Tampa FL 04/2022 02/2024
Williams Jones Wealth Management, Llc Palm Beach FL 03/2024 Present
  • 08/2016 → 05/2018
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2018 → 08/2020
    Saybrus Partners, Inc.
    Hartford, Ct, CT
  • 05/2018 → 08/2020
    Saybrus Equity Services, Inc.
    Hartford, CT
  • 10/2020 → 04/2022
    Securities America, Inc.
    Delray Beach, FL
  • 04/2022 → 02/2024
    Fisher Investments
    Tampa, FL
  • 03/2024 → Present
    Williams Jones Wealth Management, Llc
    Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
S63 Uniform Securities Agent State Law Examination 2016-08-22
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
  • S63 Uniform Securities Agent State Law Examination
    2016-08-22
Other Names
  • Timothy Georgen

View on SEC IAPD

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Other Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
NORTHERN TRUST SECURITIES, INC. · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
HARVEY CAPITAL MANAGEMENT INC · PALM BEACH, FL
MISTRAL EQUITY PARTNERS · PALM BEACH, FL

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