Timothy Aaron Smith

Current Employers

Employment History

• 01/2024 → 06/2024
  Rpg Family Wealth Advisory, Llc
  Thousand Oaks, CA
• 06/2024 → Present
  Rpg Family Wealth Advisory, Llc
  Thousand Oaks, CA
• 09/2021 → 01/2024
  Calvary Community Church
  Westlake Village, CA
• 04/2021 → 08/2025
  Calvary Community Church
  Westlake Village, CA
• 10/2020 → 04/2021
  Christina Grimmie Foundation
  Thousand Oaks, CA
• 05/2017 → 07/2020
  Cairn University
  Langhorne, PA
• 01/2016 → 07/2020
  Grace City Church
  Philadelphia, PA

Other Businesses

1) Freedom Financial; Insurance Agent; 1512 Elise Avenue Waco Texas 91360 United States; Start date: 2024-12-02; 5 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. 2) Encore Estate Plans; Advisor; Investment related: No; Location: 23505 East Appleway, Suite 200, #552 Liberty Lake Washington 99019; Description: Encor Estate Plans is an online estate planning service processing legal information to financial Advisors and their clients. Encor Estate Plans is not a law firm and does not provide legal advice in the process of creating estate plan documents.; Responsibilities Duties: Utilize technology platform to ensure a client completes their estate planning process.; Start date: 2026-02-25; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5; Contact person at the organization: Robby Maita; Website address for the organization: encorestateplans.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-05