Timothy John Clifford

Current Employers

Core Wealth Consultants, Llc

Winter Garden, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2015-04-09
MI	RA	APPROVED	2012-11-02
IN	RA	APPROVED	2012-09-10

FL RA
APPROVED

Since 2015-04-09
MI RA
APPROVED

Since 2012-11-02
IN RA
APPROVED

Since 2012-09-10

Branch Locations

Winter Garden, FL • United States

213 S. Dillard St, Winter Garden, FL 34787 • 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

Organization	City	State	From	To
Independent Insurance Agent	Winter Garden	FL	09/2013	Present
Brendanwood Financial Brokerage Llc	Clermont	FL	04/2017	10/2018

09/2013 → Present

Independent Insurance Agent

Winter Garden, FL
04/2017 → 10/2018

Brendanwood Financial Brokerage Llc

Clermont, FL

Previous Registrations

2009-04-17 → 2012-08-02

Ameriprise Financial Services, Llc

Minneapolis, MN

Kansas City, MO

Edina, MN
2003-06-30 → 2009-10-05

Ameriprise Advisor Services, Inc.

Indianapolis, IN

Kansas City, MO

Indianapolis, IN
2002-11-13 → 2003-07-10

Choreo, Llc

Indianapolis, IN

Other Businesses

1)Independent LICENSED INSURANCE AGENT; Investment related; Winter Garden, FL; Insurance Agent; 9/2013; About 10% of my time is spent in this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-09-05
S63	Uniform Securities Agent State Law Examination	1984-07-06

S65 Uniform Investment Adviser Law Examination

2000-09-05
S63 Uniform Securities Agent State Law Examination

1984-07-06

Designations

View on SEC IAPD