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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
110 Front Street Suite 300, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timonier | Winston Salem | NC | 08/1997 | 03/2023 |
| Luminous Wealth, Llc | South Palm Beach | FL | 07/2023 | 02/2024 |
| Index Fund Advisors | Irvine | CA | 03/2024 | 03/2024 |
| Conscious Wealth, Llc | Jupiter | FL | 11/2021 | Present |
| Wealthcare Advisory Partners Llc Dba Luminous Wealth | Jupiter | FL | 05/2024 | Present |
1. Conscious Wealth, LLC; Not investment-related; Same as reported business location(s); Author/Owner; 11/2023; 3 hours per month; The LLC is set up for marketing/distribution in which Timmy receives royalty income from his book, The Awakened Investor. 2. Luminous Wealth; Investment-Related; Same as reported business location(s); DBA for Wealthcare Advisory Partners LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-23 |
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