Timothy B. Wolfcale

CORDA INVESTMENT MANAGEMENT

Houston, TX 77024-1626

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CRD#: 1410116

Professional summary

Timothy Bryce Wolfcale is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Timothy has worked at 11 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Bryce Wolfcale's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 28, 2014 - Present

CORDA INVESTMENT MANAGEMENT, LLC

Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024-1626

RIA

CRD#: 108046

Houston, TX

Past

April 1, 2009 - December 7, 2010

NYLIFE SECURITIES LLC

CRD#: 5167

AUSTIN, TX

Past

April 10, 2007 - June 11, 2008

TD AMERITRADE, INC.

CRD#: 7870

AUSTIN, TX

Past

April 2, 2007 - June 11, 2008

TD AMERITRADE, INC.

RIA

CRD#: 7870

AUSTIN, TX

Past

April 2, 2007 - June 11, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

AUSTIN, TX

Past

July 6, 2005 - October 12, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

AUSTIN, TX

Past

July 6, 2005 - October 12, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

March 16, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

AUSTIN, TX

Past

March 16, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 21, 2000 - October 2, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AUSTIN, TX

Past

September 15, 2000 - October 2, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

February 11, 2000 - July 5, 2000

THE PENN INVESTMENT GROUP INC.

CRD#: 38530

AUSTIN, TX

Past

February 18, 1998 - March 15, 1999

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

June 24, 1994 - December 12, 1997

FIRST USA CAPITAL MARKETS, INC.

CRD#: 10742

DALLAS, TX

Past

March 18, 1987 - April 21, 1994

BROWNCO, LLC

CRD#: 1326

BOSTON, MA

Past

October 30, 1985 - February 10, 1986

LANE, MCNALLY & JACKSON, INC.

CRD#: 11875

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".

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 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

Colorado
(5/18/2021)

IAR

Texas
(2/28/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/21/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/9/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

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Contact information

Main Address

8955 Katy Freeway Suite 200, Houston, TX 77024-1626

Mailing Address

Phone number

(713) 439-0665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,966
AUM (Assets Under Management)	$ 1,726,638,629

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.

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Firm Stability Insights

Timothy B. Wolfcale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Bryce Wolfcale's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

THE PENN INVESTMENT GROUP INC.

BANC ONE SECURITIES CORPORATION

FIRST USA CAPITAL MARKETS, INC.

BROWNCO, LLC

LANE, MCNALLY & JACKSON, INC.

Primary Firm SEC Registration

CORDA INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2000

Series 63

Date: 10/21/1985

Series 7

Date: 10/19/1985

Series 8

Date: 4/9/1991

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDA INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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