Unclaimed Profile

Timothy Yeats Thomas

MEMBERS WEALTH LLC·MEDIA, Pennsylvania

Series 7, Series 24, Series 65, Series 66Clean record26 years registeredMEMBERS WEALTH LLC

211 N. OLIVE STREET, MEDIA, PA 19063CRD# 2870674Firm CRD# 323778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Yeats Thomas · MEDIA, PA

Registration

CRD #2870674 · MEMBERS WEALTH LLC · 26 years registered

Brand Profile

Not yet started

Career History

MEMBERS WEALTH LLC

Aug 2023 – present

CS PLANNING CORP

Dec 2022 – Nov 2023

Santa Barbara, CA

HOEY INVESTMENTS, INC.

Oct 2021 – Nov 2022

Santa Barbara, CA

INTEGRATIVE INVESTING

Oct 2021 – Jan 2023

SANTA BARBARA, CA

WEALTHCARE ADVISORY PARTNERS LLC

Jun 2020 – Sep 2021

Santa Barbara, CA

INTEGRATIVE INVESTING

Dec 2018 – Jul 2020

SANTA BARBARA, CA

HOEY INVESTMENTS, INC.

Apr 2018 – Jan 2019

WEST CHESTER, PA

LOCKWOOD ADVISORS INC

Feb 2004 – Jan 2008

MALVERN, PA

LOCKWOOD CAPITAL MANAGEMENT, INC

Jun 2000 – Jan 2008

MALVERN, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · June 30, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEMBERS WEALTH LLC

CRD 323778 · SEC 801-128482

AUM

$119M

Regulatory assets under management

Employees

304 client accounts

Services offered by MEMBERS WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MEMBERS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Yeats Thomas offer?

Timothy Yeats Thomas specializes in Financial Planning, Investment Management. Contact their office in MEDIA, Pennsylvania for a consultation.

What are Timothy Yeats Thomas's credentials?

Timothy Yeats Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Yeats Thomas located?

Timothy Yeats Thomas is based in MEDIA, Pennsylvania, working with MEMBERS WEALTH LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.

How does Timothy Yeats Thomas charge for services?

Timothy Yeats Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEMBERS WEALTH LLC?

MEMBERS WEALTH LLC has approximately 6 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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