Timothy J. Hinsvark
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy Joel Hinsvark was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1984. Timothy had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2021 - September 22, 2023
AEGIS WEALTH MANAGEMENT, INC.
August 24, 2020 - December 31, 2020
SENTINEL WEALTH MANAGEMENT LLC
February 5, 2018 - January 28, 2019
SUPREME ALLIANCE LLC
February 5, 2018 - January 28, 2019
SUPREME ALLIANCE LLC
February 1, 2018 - March 23, 2018
SENTINEL WEALTH MANAGEMENT LLC
February 24, 2017 - December 31, 2017
SENTINEL WEALTH MANAGEMENT LLC
February 20, 2015 - May 13, 2016
FIRST ADVISORS NATIONAL, LLC
March 11, 2014 - March 29, 2016
SUPREME ALLIANCE LLC
January 22, 2014 - March 6, 2015
ROYAL FUND MANAGEMENT, LLC
September 12, 2011 - February 7, 2012
NDX TRADING, INC.
June 27, 2011 - February 7, 2012
WSA AFFILIATES, LLC
July 9, 2008 - June 25, 2009
INVESTMENT ADVISORS INTERNATIONAL, INC.
April 12, 2002 - June 25, 2009
WORLD GROUP SECURITIES, INC.
April 12, 1994 - April 12, 2002
WMA SECURITIES, INC.
May 20, 1992 - June 6, 1994
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 11, 1991 - May 15, 1992
CONSOLIDATED INVESTMENT SERVICES, INC.
May 30, 1984 - April 1, 1991
PFS INVESTMENTS INC.
Primary Firm SEC Registration
AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
