Timothy J. Mcintosh

VISIONARY HORIZONS

Tampa, FL 33602

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CRD#: 2726005

Professional summary

Timothy Joseph Mcintosh, who also goes by Timothy Mcintosh, is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Tampa, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Timothy has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy Mcintosh

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.

1.) Economist/Guest Lecturer; Investment-Related; Asheville, NC; Start Date 05/2023; Less than 10% of time spent on activity; No income generated from activity; Responsibilities include providing impersonal advice to columnists, trade writers, and publishing personnel

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Mcintosh's CRS (Customer Relationship Summary).

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

April 13, 2023 - Present

VISIONARY HORIZONS, LLC

Office #1: 401 E Jackson Street, Ste. 2340, Tampa, FL 33602Office #2: 16 Biltmore Ave, Suite 300, Asheville, NC 28801

RIA

CRD#: 150483

Tampa, FL

Past

December 20, 2016 - April 20, 2023

PVG ASSET MANAGEMENT CORP

RIA

CRD#: 105541

Clearwater, FL

Past

January 13, 2009 - December 12, 2016

SIPCO

RIA

CRD#: 134780

SAN ANTONIO, TX

Past

April 21, 2003 - December 31, 2007

SIPCO

RIA

CRD#: 134780

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VISIONARY HORIZONS, LLC

CRD#: 150483 / SEC#: 801-79890

RIA

Registered Investment Advisory firm - (6/24/2014 Approved)

Tennessee

Registered Investment Advisory firm - (8/1/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/2/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/16/2023)

IAR

North Carolina
(5/20/2024)

IAR

Texas
(4/13/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/1996

Uniform Investment Adviser Law Examination

Current Firm

VISIONARY HORIZONS, LLC

CRD#: 150483 / SEC#: 801-79890

RIA

Registered Investment Advisory firm - (6/24/2014 Approved)

Tennessee

Registered Investment Advisory firm - (8/1/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/2/2014 Terminated)

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Contact information

Main Address

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932

Mailing Address

Phone number

(865) 675-8496

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,229
AUM (Assets Under Management)	$ 291,415,668

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 J. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Joseph Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISIONARY HORIZONS, LLC

PVG ASSET MANAGEMENT CORP

SIPCO

SIPCO

Primary Firm SEC Registration

VISIONARY HORIZONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/1996

Current Firm

VISIONARY HORIZONS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VISIONARY HORIZONS, LLC

TRUST BUT VERIFY

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