Timothy David Richardson

Current Employers

Employment History

• 04/2014 → 01/2020
  Raymond James Financial Services,Inc
  Reston, VA
• 04/2014 → 09/2020
  Jtb International Inc
  Reston, VA
• 09/2018 → 01/2020
  Raymond James Financial Services Advisors Inc.
  Reston, VA
• 01/2020 → 09/2020
  Lpl Financial Llc
  Reston, VA
• 01/2020 → 09/2020
  Private Advisor Group, Llc
  Reston, VA
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Herndon, VA
• 09/2020 → 09/2025
  Avantax Advisory Services
  Herndon, VA
• 09/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Herndon, VA
• 08/2020 → Present
  Timothy Richardson Llc
  Herndon, VA
• 09/2020 → Present
  Fairfax County
  Fairfax, VA
• 09/2020 → Present
  Greenspace Financial
  Herndon, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-09-18 → 2025-09-05
  Avantax Advisory Services
  Herndon, VA
  Dallas, TX
  Chester, CT
• 2020-01-29 → 2020-09-21
  Private Advisor Group, Llc
  Reston, VA
  Morristown, NJ
• 2018-09-05 → 2020-01-31
  Raymond James Financial Services Advisors, Inc
  Reston, VA

Other Businesses

1) Fairfax County~'NIR'~12000 Government Center Pkwy~Fairfax~VA~22035~Other~Employee~9/11/2020~12hrs~6hrs~I will assist citizens in voting in person on November 3, 2020. There is training I will need to complete in September but this is primarily a single day engagement. I will be ensuring people are eligible to vote and then handing them ballots as well as ensuring their ballots are collected for counting. 2) Herndon Village Network~'NIR'~1211 Bond St~Herndon~VA~20170~Other~Other~9/11/2020~15hrs~8hrs~I am available to drive older folks to appointments, but I do not get assigned rides. I get to select the rides I want based on my availability. I will mostly be waiting in the car while the member has their doctor's appointment. 3) Timothy Richardson LLC~'IR'~1211 Bond St~Herndon~VA~20170~Accounting Services/Tax Preparation~Other~8/23/2020~160hrs~116hrs~Preparing tax returns in Drake. Managing investment accounts. Finding new investment and tax clients. Investment research and due diligence. Corresponding with clients to answer questions and address needs. 4) FRANCINE CORNAGLIA CPA/PFS POSITION: Tax Return Preparer NATURE: I help Francine Cornaglia (an Avantax advisor) prepare tax returns and provide tax services to her clients. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 01/28/2022 ADDRESS: 11 Goose hill Road, Chester CT 06412, United States DESCRIPTION: I am responsible for preparing tax returns for her clients. She reviews them prior to efiling them herself. 5) GREENSPACE FINANCIAL POSITION: DBA NATURE: This is my DBA name that I use to market both my investment and tax preparation services. It is already present in my firm website which has been approved through FMG suite. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/11/2020 ADDRESS: 1211 Bond St, Herndon VA 20170, United States DESCRIPTION: I provide investment services, tax preparation, and insurance services all through my DBA name of Greenspace Financial which is on all my letterhead and emails. 6) NAME OF OTHER BUSINESS: KBKG; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX ADVICE REFERRALS; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: INTRODUCING SOME OF MY EXISTING TAX PREPARATION CLIENTS THAT COULD BENEFIT FROM ADDITIONAL KNOWLEDGE ABOUT THE U S TAX CREDIT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-28

Designations

Other Names

• Timothy Richardson