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Timothy Seamus Hamilton

Compound Planning, Inc.

Irvine, CA

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-05-26
NY RA APPROVED 2023-05-26
TX RA APPROVED 2023-05-26
  • MN RA
    APPROVED
    Since 2023-05-26
  • NY RA
    APPROVED
    Since 2023-05-26
  • TX RA
    APPROVED
    Since 2023-05-26

Branch Locations

20 Executive Park Suite 120, Irvine, CA 92614 • 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
OrganizationCityStateFromTo
Atlas Private Wealth Management, Llc Albany NY 07/2015 12/2018
Atlas Private Wealth Management, Llc Albany NY 01/2019 Present
Alternativ Wealth Management Irvine CA 05/2023 Present
  • 07/2015 → 12/2018
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 01/2019 → Present
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 05/2023 → Present
    Alternativ Wealth Management
    Irvine, CA
Previous Registrations
  • 2017-04-14 → 2023-05-30
    Atlas Private Wealth Management, Llc
    Albany, NY
    New York, NY
    New York, NY
    Albany, NY
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-08
  • S65 Uniform Investment Adviser Law Examination
    2012-08-08
Designations

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
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