Timothy Robert Wons
Professional Summary
Timothy Robert Wons is a registered financial advisor currently at USP SECURITIES CORPORATION located in Dallas, Texas. Timothy is registered as a RR (Registered Representative) and started their career in finance in 1990. Timothy has worked at 7 firms and has passed the Series 63, Series 65, Series 22TO, Series 79TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
ORTHOLINK SECURITIES CORPORATION | USP SECURITIES CORPORATION
Contact Information
Main Address
14201 Dallas Parkway International Plaza, Dallas, TX 75254Mailing Address
14201 Dallas Parkway International Plaza, Dallas, TX 75254Phone Number
(972) 713-3500Established
Tennessee since 05/05/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (28 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/9/2021)
(4/9/2021)
(4/12/2024)
(1/17/2024)
(12/14/2023)
(4/12/2024)
(1/31/2024)
(4/12/2024)
(4/12/2024)
(4/12/2024)
(4/12/2024)
(12/15/2023)
(4/12/2024)
(4/9/2021)
(3/16/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed Jan 2023About the Series 22TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Timothy Robert Wons's CRS (Customer Relationship Summary).
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