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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian Super | Syndney | 10/2005 | 10/2020 | |
| Brightlight Group | Syndey | 07/2016 | 08/2022 | |
| Eversource Wealth Advisors, Llc | Birmingham | AL | 11/2022 | Present |
Unless otherwise specified, the following activities are conducted at 8866 Red Bush Trail, Highlands Ranch, Colorado 80126. 1) Since May 2020, Tim has been a member of the Investment Committee for Paua Wealth (New Zealand). He participates in Investment Committee meetings and presentations and spends approximately 2 hours per month during trading hours on this investment-related activity. 2) Since March 2024, Tim has been a Board Member of Criterion Institute, a tax exempt entity located at 81 Church Hill Road, Haddam, CT 06438. He attends Board meetings and provides insight on Board Strategy. Tim spends 2 hours per month during trading hours on this investment-related activity. 3) Tim has been a Commission Member with the CIMA Commission located at 5619 DTC Pkwy, Ste. 600, Greenwood Village, Colorado 80111 since May of 2024. He spend 2 hours per month during trading hours to attend commission meetings and review CIMA exams to ensure areas relevant to the investment analyst roles are covered. This is an investment related activity. 4) Since August 2023, Tim has been a Board Member and Treasurer of Global Trust Partners, a tax exempt entity located at 9671 W. Indore Dr., Littleton, Colorado 80128. In this role, he attends meetings and reviews financial statements. He spends 3 hours per month (1 hour per month during business hours) on this non-investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
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