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Timothy A. Buys

APPLEWHITE & BUYS FINANCIAL ADVISORS
Dallas, TX 75240
Some features on this profile are disabled
CRD#: 6709811
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Professional summary


Timothy Aaron Buys, who also goes by Timothy A. Buys, is a registered financial advisor currently at APPLEWHITE & BUYS FINANCIAL ADVISORS located in Dallas, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Timothy has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Timothy A. Buys

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.
2016-Present: Certified Public Accountant/Not Investment Related/Dallas, TX/Accounting services via Applewhite Financial Planning, PLLC/Involves 50% time, including during market hours.//

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Timothy Aaron Buys's CRS (Customer Relationship Summary).
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

September 21, 2016 - Present

APPLEWHITE & BUYS FINANCIAL ADVISORS

Office #1: 13355 Noel Rd Suite 1100, Dallas, TX 75240
RIA
CRD#: 169799
Dallas, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
A&
APPLEWHITE & BUYS FINANCIAL ADVISORS
APPLEWHITE & BUYS FINANCIAL ADVISORS | APPLEWHTE & BUYS | APPLEWHITE FINANCIAL PLANNING, PLLC | APPLEWHITE FINANCIAL PLANNING | APPLEWHITE FINANCIAL

CRD#: 169799 / SEC#: 801-134467

RIA
Registered Investment Advisory firm - (11/13/2025 Approved)
Arizona
Registered Investment Advisory firm - (6/20/2018 Approved)
Florida
Registered Investment Advisory firm - (2/21/2023 Approved)
Louisiana
Registered Investment Advisory firm - (4/2/2018 Approved)
Mississippi
Registered Investment Advisory firm - (6/27/2014 Approved)
North Carolina
Registered Investment Advisory firm - (4/1/2024 Approved)
Oklahoma
Registered Investment Advisory firm - (7/18/2024 Approved)
South Carolina
Registered Investment Advisory firm - (8/27/2015 Approved)
Texas
Registered Investment Advisory firm - (1/16/2014 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/14/2024)
IAR
Florida
(2/21/2023)
IAR
Louisiana
(5/23/2018)
IAR
North Carolina
(4/5/2024)
IAR
Oklahoma
(7/18/2024)
IAR
Texas
(9/21/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/19/2016
Uniform Investment Adviser Law Examination

Current Firm


A&
APPLEWHITE & BUYS FINANCIAL ADVISORS
APPLEWHITE & BUYS FINANCIAL ADVISORS | APPLEWHTE & BUYS | APPLEWHITE FINANCIAL PLANNING, PLLC | APPLEWHITE FINANCIAL PLANNING | APPLEWHITE FINANCIAL

CRD#: 169799 / SEC#: 801-134467

RIA
Registered Investment Advisory firm - (11/13/2025 Approved)
Arizona
Registered Investment Advisory firm - (6/20/2018 Approved)
Florida
Registered Investment Advisory firm - (2/21/2023 Approved)
Louisiana
Registered Investment Advisory firm - (4/2/2018 Approved)
Mississippi
Registered Investment Advisory firm - (6/27/2014 Approved)
North Carolina
Registered Investment Advisory firm - (4/1/2024 Approved)
Oklahoma
Registered Investment Advisory firm - (7/18/2024 Approved)
South Carolina
Registered Investment Advisory firm - (8/27/2015 Approved)
Texas
Registered Investment Advisory firm - (1/16/2014 Approved)
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Contact information


Main Address
13355 Noel Rd Suite 1100, Dallas, TX 75240
Mailing Address
Phone number
(214) 710-2498
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPLEWHITE-BUYS FINANCIAL ADVISORS FORM ADV PART 2A - 20250915 SEC (8/29/2025)

Regulatory assets under management


Total Number of Accounts719
AUM (Assets Under Management)$ 138,072,194

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.

Company Information


APPLEWHITE & BUYS FINANCIAL ADVISORS

CRD#: 169799Dallas, TX 75240

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