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Timothy James Schneider

"Tate Asset Management" And "Dco Wealth Management"

San Diego, CA

Rancho Santa Fe, CA

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Current Employers
"Tate Asset Management" And "Dco Wealth Management"

5531 Cancha De Golf Suite #105, Rancho Santa Fe, CA 92091 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

402 West Broadway Road, San Diego, CA 92101 • United States

5531 Cancha De Golf Suite #105, Rancho Santa Fe, CA 92091 • 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
Acas, Llc Rancho Santa Fe CA 07/2013 Present
  • 07/2013 → Present
    Acas, Llc
    Rancho Santa Fe, CA
Previous Registrations
  • 2011-05-05 → 2013-06-28
    Advanced Practice Advisors, Llc
    La Quinta, CA
  • 2009-06-01 → 2011-05-10
    Morgan Stanley
    San Diego, CA
  • 2008-08-01 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Diego, CA
  • 2005-10-28 → 2008-07-31
    Ubs Financial Services Inc.
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-19
  • S66 Uniform Combined State Law Examination
    2001-11-19
Designations
Other Names
  • Timothy J Tischer
  • Tim J Schneider
  • Timothy J Schneider

View on SEC IAPD

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Other Investors

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Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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