Timothy B. Stansbury

ORION WEALTH MANAGEMENT

RICHARDSON, TX 75080

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CRD#: 5760046

Professional summary

Timothy Bryan Stansbury is a registered financial advisor currently at ORION WEALTH MANAGEMENT LLC located in Richardson, Texas and LPL FINANCIAL LLC located in Richardson, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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 Bryan Stansbury'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

March 9, 2025 - Present

ORION WEALTH MANAGEMENT LLC

Office #1: 3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080

RIA

CRD#: 313698

RICHARDSON, TX

Current

March 6, 2025 - Present

LPL FINANCIAL LLC

Office #1: 3400 N. Central Expy. Ste: # 110 - 317, Richardson, TX 75080

RIA

CRD#: 6413

RICHARDSON, TX

Past

March 31, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

December 21, 2020 - March 7, 2025

S.G. LONG & COMPANY

RIA

CRD#: 47511

Garland, TX

Past

June 19, 2014 - March 7, 2025

S.G. LONG & COMPANY

CRD#: 47511

Garland, TX

Past

October 4, 2011 - May 15, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DALLAS, TX

Past

October 4, 2011 - May 15, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DALLAS, TX

Past

April 30, 2010 - September 7, 2011

MORGAN STANLEY

RIA

CRD#: 149777

DALLAS, TX

Past

April 5, 2010 - September 7, 2011

MORGAN STANLEY

CRD#: 149777

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

Arizona
(3/6/2025)

California
(3/6/2025)

Florida
(3/6/2025)

Texas
(3/6/2025)

IAR

Texas
(3/9/2025)

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

IAR

Series 66

Date: 4/29/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ORION WEALTH MANAGEMENT LLC

ORION WEALTH MANAGEMENT | ORION WEALTH PARTNERS | ORION WEALTH MANAGEMENT LLC

CRD#: 313698 / SEC#:

Florida

Registered Investment Advisory firm - (1/5/2023 Approved)

Louisiana

Registered Investment Advisory firm - (8/12/2021 Approved)

Texas

Registered Investment Advisory firm - (6/23/2021 Approved)

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Contact information

Main Address

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080

Mailing Address

Phone number

(972) 891-8609

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 16,477,527

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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Firm Stability Insights

Timothy B. Stansbury

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Bryan Stansbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

S.G. LONG & COMPANY

S.G. LONG & COMPANY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2010

FINRA

Current Firm

ORION WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORION WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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