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Inactive

Timothy Olin Urie

Legacy Edge Advisors

Roseland, NJ

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Current Employers
Legacy Edge Advisors

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

101 Eisenhower Blvd. Suite 300, Roseland, NJ 07068 • 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
Wealthshield Partners, Llc Cary NC 05/2021 10/2023
Unemployed Chatham NJ 11/2020 01/2021
Legacy Edge Advisors, Llc Roseland NJ 11/2023 Present
Orbis Wealth Roseland NJ 02/2021 10/2023
Tiaa Roseland NJ 05/2006 11/2020
  • 05/2021 → 10/2023
    Wealthshield Partners, Llc
    Cary, NC
  • 11/2020 → 01/2021
    Unemployed
    Chatham, NJ
  • 11/2023 → Present
    Legacy Edge Advisors, Llc
    Roseland, NJ
  • 02/2021 → 10/2023
    Orbis Wealth
    Roseland, NJ
  • 05/2006 → 11/2020
    Tiaa
    Roseland, NJ
Previous Registrations
Other Businesses

independent licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-01
S63 Uniform Securities Agent State Law Examination 1999-05-19
  • S66 Uniform Combined State Law Examination
    2005-06-01
  • S63 Uniform Securities Agent State Law Examination
    1999-05-19
Designations
Other Names
  • Timothy Olin Urie

View on SEC IAPD

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MML INVESTORS SERVICES, LLC
GRAND RIDGE CAPITAL, LLC
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
THAMES CAPITAL MANAGEMENT, LLC

Other Investors

DAVID A. FUHRMAN
CHERYL LEE WERBELOFF
JOHN PETER PAPA
Theodore Anthony Fiore
Alyssa Lynn Loughlin
Luke John Papa
ASTA SANDERS
Steve Grossbard

Other Offices

KENSINGTON FINANCIAL ADVISORS LLC · ROSELAND, NJ
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ
MML INVESTORS SERVICES, LLC · Roseland, NJ
GRAND RIDGE CAPITAL, LLC · ROSELAND, NJ
ALLIANCE WEALTH MANAGEMENT GROUP, LLC · Roseland, NJ
LPL FINANCIAL LLC · ROSELAND, NJ
THAMES CAPITAL MANAGEMENT, LLC · ROSELAND, NJ

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