Timothy M. Boyd
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 Boyd was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 2001. Timothy had worked at 6 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 7, 2022 - December 31, 2024
BLUESHIRT ADVISERS
February 24, 2015 - February 1, 2016
SAGE CAPITAL ADVISORS, LLC
December 14, 2009 - December 10, 2010
MKM PARTNERS LLC
April 17, 2007 - March 25, 2009
BROADPOINT AMTECH, INC.
March 7, 2006 - April 16, 2007
CARIS & COMPANY, INC.
January 22, 2001 - November 19, 2001
WILKINSON BOYD CAPITAL MARKETS, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLUESHIRT ADVISERS
CRD#: 317433 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 2,126,627 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
