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Timothy W. Savage

Some features on this profile are disabled
CRD#: 2041097
TS

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 Wayne Savage, who also goes by Tim Savage, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1995. Timothy had worked at 12 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tim Savage

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 2, 2012 - June 19, 2012

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

March 3, 2010 - April 5, 2010

AGECROFT PARTNERS, LLC

BD
CRD#: 139227
RICHMOND, VA
Past

April 17, 2009 - October 22, 2009

ROYAL OAK CAPITAL MANAGEMENT, LLC

RIA
CRD#: 146528
WASHINGTON, DC
Past

June 27, 2008 - December 18, 2008

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

November 14, 2005 - January 31, 2006

LATAM INVESTMENTS, LLC

BD
CRD#: 133163
MIAMI, FL
Past

June 4, 2004 - February 22, 2005

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
NEW YORK, NY
Past

April 7, 2004 - May 26, 2004

BOLTON ASSET MANAGEMENT, LLC

RIA
CRD#: 127541
MEMPHIS, TN
Past

April 6, 2004 - May 26, 2004

BOLTON FINANCIAL SERVICES, LLC

BD
CRD#: 10339
MEMPHIS, TN
Past

July 9, 2003 - March 31, 2004

VARIANT TRADING INSTITUTIONAL GROUP, INC.

BD
CRD#: 125547
BOCA RATON, FL
Past

January 17, 2003 - July 25, 2003

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
BALTIMORE, MD
Past

January 17, 2003 - July 25, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

July 31, 2002 - January 17, 2003

PERSHING LLC

RIA
CRD#: 7560
WASHINGTON, DC
Past

December 6, 2000 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

July 5, 2000 - February 21, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 24, 1996 - March 19, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

February 22, 1995 - November 17, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/16/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/10/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/15/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1995
General Securities Representative Examination

Current Firm

AF
APB FINANCIAL GROUP, LLC
ABERNATHY PERFORMANCE BROKERAGE, INC. | THE ABERNATHY TECHNOLOGY RESEARCH INSTITUTE, INC. | N/A | BRISTOL CAPITAL, CORP. | APB FINANICIAL GROUP, INC. | APB FINANCIAL GROUP, LLC | APB FINANCIAL GROUP, INC. | APB FINANCIAL GROUP, INC | APB FINANCIAL GROUP LLC | APB FINANCIAL GROUP INC | ABERNATHY, LEET INSTITUTE OF FINANCIAL RESEARCH INC. | ABERNATHY, LEET INSTITUE OF FINANCIAL RESEARCH CORP.

CRD#: 38235 / SEC#: , 8-48144

BD
Terminated by SEC on 04/22/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 06/09/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
ABERNATHY, STEVEN HOLTMEMBER, GSP, CEO1276378
COYLE, EDWARD FRANCISGSP, CCO1257412
KIRSCHENBLATT, CHAD ETHANFIN OP2503352
LEMOINE, DEBRA ANNCORPORATE SECRETARY1390321

Disclosures

Regulatory Event2

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.

Company Information

APB FINANCIAL GROUP, LLC

CRD#: 38235

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