Peter Christopher Lane Timmons

Current Employers

T/R Financial Management Group, Llc

New Richmond, WI • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2005-12-21
MD	RA	APPROVED	2005-12-14
VA	RA	APPROVED	1995-04-04

DC RA
APPROVED

Since 2005-12-21
MD RA
APPROVED

Since 2005-12-14
VA RA
APPROVED

Since 1995-04-04

Branch Locations

Washington, DC • 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
T/R Financial Management Group	Washington	DC	06/1990	Present
Lotus Investment Management, Llc	Washington	DC	08/2002	03/2019
Lotus Fund, Llc	Washington	DC	10/1998	Present

06/1990 → Present

T/R Financial Management Group

Washington, DC
08/2002 → 03/2019

Lotus Investment Management, Llc

Washington, DC
10/1998 → Present

Lotus Fund, Llc

Washington, DC

Other Businesses

Managing Member of Lotus Fund, LLC. ("LF"), an investment pool in which some of T/R's clients were offered to invest. The Lotus Fund is no longer open to new investors nor is it open to any clients of T/R. The Lotus Fund does not provide to its members any of the protections provided clients of a brokerage firm such as Securities Investor Protection Corporation (SIPC) protection. The state of VA considers this to be an investment company, while DC does not. Participation in the Lotus Fund is not offered in Maryland and there are no participants in the Lotus Fund from Maryland.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-05-20
S63	Uniform Securities Agent State Law Examination	1984-04-04

S65 Uniform Investment Adviser Law Examination

1994-05-20
S63 Uniform Securities Agent State Law Examination

1984-04-04