Timothy M. Archard
Professional summary
Timothy Mahoney Archard, who also goes by Timothy Archard, is a registered financial advisor currently at THE PINNACLE FINANCIAL GROUP located in Rockville Centre, New York.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Timothy has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Mahoney Archard's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 27, 2024 - Present
THE PINNACLE FINANCIAL GROUP
Office #1: 9 South Long Beach Road, Rockville Centre, NY 11570January 6, 2021 - August 9, 2024
WEALTHSPIRE RETIREMENT ADVISORY
September 25, 2017 - October 3, 2020
CAPITAL CLIENT GROUP, INC.
April 29, 2014 - July 27, 2015
CITIZENS SECURITIES, INC.
July 18, 2012 - January 31, 2014
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
THE PINNACLE FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/27/2024)
Exams
Current Firm
THE PINNACLE FINANCIAL GROUP
CRD#: 164395 / SEC#: 801-77304
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,538 |
| AUM (Assets Under Management) | $ 1,184,198,113 |
Red Flags
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