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TS

Timothy J. Staley

Some features on this profile are disabled
CRD#: 2252910
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 James Staley, who also goes by Timothy James Staley Mr, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1992. Timothy had worked at 15 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Timothy James Staley Mr

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

December 19, 2017 - May 31, 2018

COINZOOM SECURITIES, LLC

BD
CRD#: 167337
Salt Lake City, UT
Past

September 7, 2013 - December 18, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SALT LAKE CITY, UT
Past

August 29, 2013 - December 18, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SALT LAKE CITY, UT
Past

July 5, 2012 - March 4, 2013

ALHAMBRA INVESTMENT MANAGEMENT LLC

RIA
CRD#: 138537
OMAHA, NE
Past

May 10, 2012 - June 27, 2012

ALHAMBRA INVESTMENT MANAGEMENT LLC

RIA
CRD#: 138537
OMAHA, NE
Past

March 10, 2011 - February 22, 2012

FIRST WESTERN ADVISORS

RIA
CRD#: 13623
HOLLADAY, UT
Past

March 10, 2011 - February 22, 2012

FIRST WESTERN ADVISORS

BD
CRD#: 13623
HOLLADAY, UT
Past

August 11, 2009 - May 11, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
CEDAR HILLS, UT
Past

September 8, 2008 - June 24, 2009

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
CEDAR HILLS, UT
Past

May 2, 2006 - August 8, 2006

STONEHURST SECURITIES, INC.

BD
CRD#: 138218
FARMINGTON, UT
Past

May 15, 2002 - June 22, 2004

STONEX SECURITIES INC.

BD
CRD#: 18456
BIRMINGHAM, AL
Past

May 2, 2001 - May 15, 2002

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

December 1, 1998 - October 5, 1999

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

May 24, 1996 - December 31, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

February 16, 1995 - December 5, 1995

STIFEL INDEPENDENT ADVISORS, LLC

BD
CRD#: 28218
ST. LOUIS, MO
Past

November 4, 1994 - February 14, 1995

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

November 9, 1993 - December 31, 1994

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

August 26, 1992 - June 2, 1993

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
IAR
Series 66
Date: 12/22/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/1992
General Securities Representative Examination

Current Firm

CS
COINZOOM SECURITIES, LLC
COINZOOM SECURITIES, LLC | SEED EQUITY VENTURES, LLC | CZ SECURITIES

CRD#: 167337 / SEC#: , 8-69255

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

Main Address
4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117
Mailing Address
4640 S. Holladay Village Plaza Suite #206, Salt Lake City, UT 84117
Phone number
(844) 438-7333
Established
Utah since 03/04/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SEED EQUITY HOLDINGS LLCDIRECT OWNER
CROSLAND, TODD BENJAMINCEO AND CCO
ROLFE, DEREK BRADLEY MR.FINOP

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

COINZOOM SECURITIES, LLC

CRD#: 167337

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