TG
Timothy D. Griffith
ORG PARTNERS
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 1233782
TG
Professional summary
Timothy Dean Griffith, who also goes by Tim Griffith, is a registered financial advisor currently at ORG PARTNERS located in Seattle, Washington.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Timothy has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 24 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Griffith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owns Sher-Footed Farm LLC. This is a private farm located on Whidbey Island, WA. There is no compensation received for this and only 10 hours per month are spent on this activity with none during trading hours. Owner Rental Property. 142/144 N 83rd St; Seattle, WA 98103. He receives ~$50,000/year in compensation. 15 hours per month are spent on this and none during trading hours. Property has been owned since 2018. Owner Rental Property. 7532 26th ave NW St; Seattle, WA 98103. He receives ~$50,000/year in compensation. 15 hours per month are spent on this and none during trading hours. Property has been owned since 2018.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Dean Griffith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 30, 2021 - Present
ORG PARTNERS
Office #1: 1916 Pike Place Suite 12-364, Seattle, WA 98101RIA
CRD#: 312728
Seattle, WA
Past
December 1, 2020 - July 30, 2021
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
Seattle, WA
Past
April 10, 2003 - July 2, 2012
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
KIRKLAND, WA
Past
April 1, 2002 - July 15, 2020
SCHMIDT FINANCIAL GROUP, INC.
RIA
CRD#: 119841
KIRKLAND, WA
Past
February 2, 2001 - April 9, 2003
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
KIRKWOOD, WA
Past
October 16, 2000 - April 9, 2003
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
January 5, 2000 - October 13, 2000
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
May 14, 1997 - December 14, 1999
INVESCO CAPITAL MARKETS, INC.
BD
CRD#: 6939
HOUSTON, TX
Past
April 4, 1984 - March 21, 1997
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Vermont(8/23/2023)
IAR
Washington(7/30/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
