Timothy C. Hobbs

MDX WEALTH MANAGEMENT

Bedford, TX 76022

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CRD#: 2531874

Professional summary

Timothy Charles Hobbs is a registered financial advisor currently at MDX WEALTH MANAGEMENT located in Bedford, Texas and FIRST WESTERN SECURITIES, INC. located in Bedford, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Timothy has worked at 8 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 24 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 Charles Hobbs's 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

August 7, 2017 - Present

MDX WEALTH MANAGEMENT

Office #1: 1600 Airport Freeway # 302, Bedford, TX 76022

RIA

CRD#: 161309

Bedford, TX

Current

February 5, 2025 - Present

FIRST WESTERN SECURITIES, INC.

Office #1: 1600 Airport Frwy Ste 302, Bedford, TX 76022

RIA

CRD#: 19537

Bedford, TX

Past

August 2, 2017 - August 26, 2024

BOURNEHILL INVESTMENT SERVICES, INC.

CRD#: 104003

Bedford, TX

Past

September 1, 2016 - August 7, 2017

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

BEDFORD, TX

Past

September 1, 2016 - August 7, 2017

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BEDFORD, TX

Past

February 7, 2003 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

BEDFORD, TX

Past

April 28, 1999 - February 7, 2003

THE MASTERS, INC.

RIA

CRD#: 108432

BEDFORD, TX

Past

May 21, 1996 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

BEDFORD, TX

Past

November 14, 1994 - May 21, 1996

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Texas
(8/7/2017)

Texas
(2/6/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/21/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/10/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/3/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MDX WEALTH MANAGEMENT

CREST FINANCIAL GROUP D/B/A CREST RETIREMENT PLANNING | TAMARIND ADVISORS LLC | RAY FINANCIAL SERVICES | MDX WEALTH MANAGEMENT | MDX WEALTH

CRD#: 161309 / SEC#:

Arizona

Registered Investment Advisory firm - (11/2/2016 Approved)

California

Registered Investment Advisory firm - (6/17/2016 Approved)

Nevada

Registered Investment Advisory firm - (8/22/2016 Approved)

Texas

Registered Investment Advisory firm - (10/26/2012 Approved)

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Contact information

Main Address

2245 Texas Dr Suite 300, Sugarland, TX 77479

Mailing Address

Phone number

(713) 877-2526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 70,348,221

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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Timothy C. Hobbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Charles Hobbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

MDX WEALTH MANAGEMENT

FIRST WESTERN SECURITIES, INC.

BOURNEHILL INVESTMENT SERVICES, INC.

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

THE MASTERS, INC.

VSR FINANCIAL SERVICES, INC.

DOMINION CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1994

SIE

Date: 10/1/2018

Series 31

Date: 1/21/2003

Series 7

Date: 11/10/1994

Series 24

Date: 10/3/1996

FINRA

Current Firm

MDX WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MDX WEALTH MANAGEMENT

TRUST BUT VERIFY

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