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Timothy James Allin

Gds Wealth Management

Flower Mound, TX

CRD 7706604

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Employer firm

Gds Wealth Management CRD 315934

$1.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Gds Wealth Management

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-02
  • TX RA
    APPROVED
    Since 2023-03-02

Branch Locations

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • 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
Gds Wealth Management Flower Mound TX 02/2023 Present
Norman Window Fashions Lewisville TX 03/2017 02/2023
Shoppa's Material Handling Fort Worth TX 01/2015 03/2017
  • 02/2023 → Present
    Gds Wealth Management
    Flower Mound, TX
  • 03/2017 → 02/2023
    Norman Window Fashions
    Lewisville, TX
  • 01/2015 → 03/2017
    Shoppa's Material Handling
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-18
  • S65 Uniform Investment Adviser Law Examination
    2023-02-18

View on SEC IAPD

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Nearby Investors

PAULA ANN CZAPKO
Trinidad Ochoa Stephens
WILLIAM LEE BOWLES

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
EDWARD JONES · Flower Mound, TX

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