Timothy Bryce Wolfcale

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Corda Investment Management, Llc
  Houston, TX

Previous Registrations

• 2007-04-02 → 2008-06-11
  Td Ameritrade, Inc.
  Austin, TX
• 2007-04-02 → 2008-06-11
  Td Ameritrade Investment Management, Llc
  Austin, TX
• 2005-07-06 → 2005-10-12
  Chase Investment Services Corp.
  Austin, TX
• 2004-03-16 → 2005-07-06
  Banc One Securities Corporation
  Austin, TX
• 2000-11-21 → 2003-10-02
  Ubs Financial Services Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2000-11-20
• S63 Uniform Securities Agent State Law Examination
  1985-10-21