Timothy Trigueiro
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 Trigueiro, who also goes by Tim Trigueiro, Timothy Robert Trigueiro, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 2005. Timothy had worked at 4 firms and has passed the Series 66, Series 31 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
December 26, 2014 - July 21, 2015
BEACON POINTE WEALTH ADVISORS, LLC
August 13, 2010 - December 31, 2012
EAST VALLEY FINANCIAL ADVISORS, LLC
December 5, 2008 - November 17, 2009
MSI FINANCIAL SERVICES, INC.
November 17, 2008 - November 17, 2009
MSI FINANCIAL SERVICES, INC.
July 12, 2005 - February 26, 2007
MORGAN STANLEY DW INC.
May 16, 2005 - February 26, 2007
MORGAN STANLEY DW 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
BEACON POINTE WEALTH ADVISORS, LLC
CRD#: 151328 / SEC#: 801-70550
Contact information
Documents
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.
