Timothy Robert Croak

Current Employers

Employment History

• 02/2005 → 07/2021
  Ameritas Investment Corp
  Toledo, OH
• 07/2018 → Present
  Croak Asset Management, Llc Dba Croak Capital
  Toledo, OH
• 01/2005 → 10/2018
  Ameritas Investment Corp
  Perrysburg, OH
• 07/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2005-05-31 → 2018-10-01
  Ameritas Investment Company, Llc
  Perrysburg, OH
  Perrysburg, OH
  Lincoln, NE
  Lincoln, NE
  Toledo, OH
• 2002-07-15 → 2005-02-18
  New England Securities
  Toledo, OH

Other Businesses

1) CROAK ASSET MANAGEMENT, LLC d/b/a Croak Capital. Investment related. Located at 432 N Superior Street, Toledo, Ohio 43604. Nature - RIA. Position - President. Start - 07/2018. 150 hours per month, 150 hours during trading hours. Duties - Supervising all RIA activities. 2) CAM INSURANCE, CAM TAX SERVICE, CROAK REAL ESTATE DEVELOPMENT. Not investment related. Located at 432 N Superior Street, Toledo, Ohio 43604. Nature - life insurance brokerage, tax preparation and office building management. Position - owner. Start date - 2019, 2021, 2019. 5 hours per month, 0 during trading hours. Duties - all business support the financial services practice. 3) PKS Financial. Investment Related. Located at 80 State Street, Albany NY 12211. Nature - Fixed Insurance and Annuity Business. Position - Agent. Start 07/2021. 5 hours per month, 5 hours during trading hours. Duties - sell Fixed Insurance and Annuities. 4)Fixed Insurance - Investment Related. Located at 432 N Superior Street, Toledo, Ohio 43604. Nature - Fixed Insurance and Annuity Business. Position - Agent. Start 07/2021. 5 hours per month, 5 hours during trading hours. Duties - sell Fixed Insurance and Annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-29

Designations

Other Names

• Tim Robert Croak