Timothy Charles Withers

Employer firm

Twin Gryphon Advisors LLC CRD 297264

$127M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 04/1996 → Present
  Wellspring Financial Advisors
  Needham, MA
• 05/2016 → 03/2019
  Kestra Investment Services, Llc
  Marshfield, MA
• 05/2016 → 03/2019
  Kestra Advisory Services, Llc
  Marshfield, MA
• 07/2018 → Present
  Twin Gryphon Advisors Llc
  Marshfield, MA
• 03/2019 → 06/2020
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-05-09 → 2019-03-15
  Kestra Advisory Services, Llc
  Marshfield, MA
• 2016-04-05 → 2016-09-22
  Kestra Investment Services, Llc
  Marshfield, MA
  Hingham, MA
  Marshfield, MA
• 1999-01-19 → 2004-12-31
  Wellspring Financial Advisors
  Marshfield, MA

Other Businesses

1) Twin Gryphon Advisors, LLC. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Registered Investment Advisory, Owner/President. Start 7/2018. 160hrs/mo, 8hrs during trading hours. Owner/portfolio management. 2)Wellspring Financial Insurance Agency, Inc. Investment Related. 892 Plain Street, Ste. 3A, Marshfield, MA 02050. Operations Firm, Owner/President. Start 1996. 10hrs/mo, 0.5 hours during trading hours. WFIA provides back office support for RIA and BD operations including administrative and staff. 3) Historic Winslow House Association, Inc. Non-Investment Related. 634 Careswell St., Marshfield, MA 02050. Non-Profit Historic House. Board Member. Start 9/2004. 4hrs/mo, none during trading hours. Review finances, oversee preservation projects, vote on operational decisions. 4) John J. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary. 5) Frances C. Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Review goals of the trust with the needs of the beneficiary. 6) Dalessandro Trust. Non-Investment Related. Hemenway & Barnes 60 State Street, Boston, MA. Foundation, Trustee. Start 2010. 1hr/mo, 0 during trading hours. Vote on annual gifting

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-01-14

Designations

• Chartered Financial Consultant