Tobie Timmermans

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

Edmond, OK • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Self Employed Moneynerd Limited	Malvern		07/2020	06/2022
Self Employed 4:FS	Malvern		07/2020	06/2021
The Inn At Welland	Malvern		06/2020	12/2020
The Cottage In The Wood	Malvern		08/2020	09/2020
Insideout Tennis	Loughborough		09/2019	06/2020
Which Wich Superior Sandwiches (Oklahomastate University Campus)	Stillwater	OK	04/2019	06/2020
The Financial Times	London		10/2019	10/2019
Loughborough University	Loughborough		09/2016	06/2020
Oklahoma State University	Stillwater	OK	09/2018	06/2019
Malvern Tennis Academy	Malvern		06/2014	08/2019
Oxford International	London		03/2018	04/2018
Fidelity Brokerage Services Llc	Denver	CO	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2020 → 06/2022

Self Employed Moneynerd Limited

Malvern
07/2020 → 06/2021

Self Employed 4:FS

Malvern
06/2020 → 12/2020

The Inn At Welland

Malvern
08/2020 → 09/2020

The Cottage In The Wood

Malvern
09/2019 → 06/2020

Insideout Tennis

Loughborough
04/2019 → 06/2020

Which Wich Superior Sandwiches (Oklahomastate University Campus)

Stillwater, OK
10/2019 → 10/2019

The Financial Times

London
09/2016 → 06/2020

Loughborough University

Loughborough
09/2018 → 06/2019

Oklahoma State University

Stillwater, OK
06/2014 → 08/2019

Malvern Tennis Academy

Malvern
03/2018 → 04/2018

Oxford International

London
08/2022 → Present

Fidelity Brokerage Services Llc

Denver, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-26

Nearby Firms