Theotime R. Desmulier

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CRD#: 6938815

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.

Theotime Ruddy Raniery Desmulier, CFP®, who also goes by Theo Desmulier, Theotime Desmulier, was a registered financial professional .

Theotime is a previously registered financial professional and started their career in finance in 2018. Theotime had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Theo Desmulier | Theotime Desmulier

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.

1. REHMANN FINANCIAL NETWORK LLC; INVESTMENT RELATED: YES; ADDRESS: 9420 BONITA BEACH RD SE, SUITE 200, BONITA SPRINGS, FL 34135; NATURE: BROKER DEALER; POSITION: REGISTERED REP; START DATE: 8/29/2022; HRS PER MONTH: 180; SECURITIES HRS PER MONTH: 180; DUTIES: ACTING AS A REGISTERED REP 2. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRES: 9420 BONITA BEACH RD SE, SUITE 200, BONITA SPRINGS, FL 34135; NATURE: RIA; POSITION: IAR; START DATE: 8/29/2022; HRS PER MONTH: 180; SECURITIES HRS PER MONTH: 180; DUTIES: FINANCIAL ADVISING 3. REHMANN INSURANCE GROUP; INVESTMENT RELATED: YES; ADDRESS: 9420 BONITA BEACH RD SE, SUITE 200, BONITA SPRINGS, FL 34135; NATURE: INSURANCE AGENCY; POSITION: RESIDENT PRODUCER; START DATE: 8/29/2022; HRS PER MONTH: 40; SECURITIES HRS PER MONTH: 40; DUTIES: WRITING INSURANCE AND ANNUITY CONTRACTS, PROVIDING ANALYSIS TO CLIENTS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Past

September 27, 2022 - November 5, 2025

REHMANN WEALTH

RIA

CRD#: 123047

Orlando, FL

Past

August 31, 2022 - November 5, 2025

REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027

Orlando, FL

Past

October 19, 2018 - August 29, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Orlando, FL

Past

August 23, 2018 - August 29, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Orlando, FL

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".

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2018

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: 8/23/2018

General Securities Representative Examination

Current Firm

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Mailing Address

Phone number

(517) 316-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

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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Theotime R. Desmulier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REHMANN WEALTH

REHMANN FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2018

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

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