Johnathan P. Timko
Professional summary
Johnathan Pierce Timko, CFP®, who also goes by Pierce Timko, is a registered financial advisor currently at DAVID VAUGHAN INVESTMENTS, LLC located in Winter Park, Florida.
Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Johnathan has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Johnathan Pierce Timko's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
November 16, 2016 - Present
DAVID VAUGHAN INVESTMENTS, LLC
Office #1: 399 Carolina Avenue Suite 110, Winter Park, FL 32789July 10, 2012 - June 20, 2016
SCHWAB WEALTH ADVISORY, INC.
January 4, 2012 - July 11, 2012
CHARLES SCHWAB & CO., INC.
September 13, 2007 - December 31, 2011
CHARLES SCHWAB & CO., INC.
May 16, 2007 - June 20, 2016
CHARLES SCHWAB & CO., INC.
August 23, 2006 - March 13, 2007
HEDGE FUND CAPITAL PARTNERS, LLC
Primary Firm SEC Registration
DAVID VAUGHAN INVESTMENTS, LLC
CRD#: 105990 / SEC#: 801-12642
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2016)
(1/15/2025)
Exams
Current Firm
DAVID VAUGHAN INVESTMENTS, LLC
CRD#: 105990 / SEC#: 801-12642
Contact information
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,020 |
| AUM (Assets Under Management) | $ 4,930,082,357 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/22/2025 | ||
| 11/20/2023 | ||
| 01/03/2023 |
Red Flags
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