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TM

Timothy M. Mcdevitt

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CRD#: 2050490
TM
Timothy Michael Mcdevitt

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 Michael Mcdevitt, who also goes by Timothy M Mcdevitt, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1991. Timothy had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Aliases

Timothy M Mcdevitt

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

July 17, 2023 - August 10, 2026

LPS CAPITAL LLC

BD
CRD#: 155246
Palm Beach Gardens, FL
Past

February 12, 2020 - August 28, 2023

WHITAKER SECURITIES LLC

BD
CRD#: 121465
JUNO BEACH, FL
Past

March 3, 2014 - February 7, 2020

BEDROK SECURITIES LLC

BD
CRD#: 13134
RYE, NY
Past

November 1, 2010 - February 24, 2014

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
GARDEN CITY, NY
Past

October 7, 2008 - September 13, 2011

SANDERS MORRIS LLC

BD
CRD#: 20580
GARDEN CITY, NY
Past

September 4, 2002 - March 3, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

November 16, 2000 - August 23, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

December 6, 1991 - April 26, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 7, 1991 - August 14, 1991

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
RR
Series 63
Date: 8/13/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/3/1991
General Securities Representative Examination

Current Firm

LC
LPS CAPITAL LLC
DISCOUNT MUNICIPAL BOND CORP. | TORREY PINES WEALTH MANAGEMENT, INC. | LPS PARTNERS INC. | LPS CAPITAL LLC

CRD#: 155246 / SEC#: , 8-68706

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
600 Lexington Avenue Suite 502, New York, NY 10022
Mailing Address
600 Lexinggton Avenue Suite 502, New York, NY 10022
Phone number
(212) 441-3810
Established
California since 05/18/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
LPS PARTNERS LLCOWNER
TARLETON, JOHN WILLIAMPRESIDENT, CCO, FINOP1631047

Disclosures

Regulatory Event1

Red Flags

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Company Information

LPS CAPITAL LLC

CRD#: 155246

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