Timothy Jude Pagliara

Current Employers

Capwealth Advisors, Llc

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-11-18
FL	RA	APPROVED	2011-08-29
GA	RA	APPROVED	2011-04-20
IL	RA	APPROVED	2011-04-04
MO	RA	APPROVED	2011-03-30
CA	RA	APPROVED	2009-12-23
TN	RA	APPROVED	2009-12-21

TX RA
APPROVED_RES

Since 2016-11-18
FL RA
APPROVED

Since 2011-08-29
GA RA
APPROVED

Since 2011-04-20
IL RA
APPROVED

Since 2011-04-04
MO RA
APPROVED

Since 2011-03-30
CA RA
APPROVED

Since 2009-12-23
TN RA
APPROVED

Since 2009-12-21

Branch Locations

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Capwealth Advisors, Llc	Franklin	TN	12/2009	Present
Capwealth Investment Services	Franklin	TN	12/2009	06/2018
Capwealth Insights, Llc	Franklin	TN	11/2013	01/2021

12/2009 → Present

Capwealth Advisors, Llc

Franklin, TN
12/2009 → 06/2018

Capwealth Investment Services

Franklin, TN
11/2013 → 01/2021

Capwealth Insights, Llc

Franklin, TN

Previous Registrations

2020-03-24 → 2021-01-11

Capwealth Insights, Llc

Franklin, TN
2013-11-21 → 2019-12-31

Capwealth Insights, Llc

Franklin, TN
2002-05-31 → 2009-12-23

Lanark Financial, Inc.

Franklin, TN
2000-02-25 → 2002-06-06

Captrust Financial Advisors, Llc

Franklin, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-04
S63	Uniform Securities Agent State Law Examination	1981-07-31

S65 Uniform Investment Adviser Law Examination

1999-10-04
S63 Uniform Securities Agent State Law Examination

1981-07-31

Other Names

Tim Pagliara
Timothy Pagliara

View on SEC IAPD