Tim Mcmahon

Current Employers

Wisdom Planning Group

3322 Clay Ave, Orlando, FL 32804 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-14

FL RA
APPROVED

Since 2026-07-14

Branch Locations

Naples, FL • United States

3322 Clay Ave, Orlando, FL 32804 • 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
Wisdom Planning Group	Orlando	FL	07/2026	Present
Hartree Partners	Houston	TX	12/2020	01/2025
Tsm Management, Inc.	Naples	FL	09/2012	Present

07/2026 → Present

Wisdom Planning Group

Orlando, FL
12/2020 → 01/2025

Hartree Partners

Houston, TX
09/2012 → Present

Tsm Management, Inc.

Naples, FL

Other Businesses

1. TSM Management, Inc.; non-investment related; Naples, FL; Consulting business; President; 09/2012; 80 hrs/mo, 75 during market hrs; Provide consulting services no related to investments. 2. 14420 Crystal Tree Drive LLC; investment-related; Naples, FL; Rental property; Member; 08/2019; 1 hr/mo. 3. TSM Bay Harbour Marina, LLC; non-investment-related; Naples, FL; Marina holdings; Member; 12/2021; 1 hr/mo. 4. TSM Consulting & Capital, LLC; non-investment related; Naples, FL, Holding Co; Member; 09/2012; 1 hr/mo.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-26

S65 Uniform Investment Adviser Law Examination

2026-06-26