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RG

Randy S. Gold

THE STRATEGIC FINANCIAL ALLIANCE
Atlanta, GA 30345
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CRD#: 6952957
RG

Professional summary


Randy Scott Gold is a registered financial professional currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Atlanta, Georgia and TIMBREL CAPITAL, LLC located in Atlanta, Georgia.

Randy is registered as a RR (Registered Representative) and started their career in finance in 2020. Randy has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Randy Scott Gold'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

February 5, 2019 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345
RIA
BD
CRD#: 126514
Atlanta, GA
Current

April 4, 2019 - Present

TIMBREL CAPITAL, LLC

Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345Office #2: 2200 Century Parkway Suite 500 Ste 500, Atlanta, GA 30345
BD
CRD#: 298131
Atlanta, GA
Past

November 3, 2020 - December 31, 2020

MERCAP SECURITIES, LLC

BD
CRD#: 156607
ATLANTA, GA

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(12/21/2022)
RR
Alaska
(1/6/2023)
RR
Arizona
(12/21/2022)
RR
Arkansas
(1/6/2023)
RR
California
(12/21/2022)
RR
Colorado
(1/6/2023)
RR
Connecticut
(12/21/2022)
RR
Delaware
(1/6/2023)
RR
District of Columbia
(1/6/2023)
RR
Florida
(1/6/2023)
RR
Georgia
(12/20/2022)
RR
Hawaii
(1/6/2023)
RR
Idaho
(1/6/2023)
RR
Illinois
(12/21/2022)
RR
Indiana
(12/21/2022)
RR
Iowa
(1/6/2023)
RR
Kansas
(1/6/2023)
RR
Kentucky
(1/6/2023)
RR
Louisiana
(1/6/2023)
RR
Maine
(12/21/2022)
RR
Maryland
(1/6/2023)
RR
Massachusetts
(12/21/2022)
RR
Michigan
(1/6/2023)
RR
Minnesota
(1/6/2023)
RR
Mississippi
(1/6/2023)
RR
Missouri
(12/21/2022)
RR
Montana
(1/6/2023)
RR
Nebraska
(1/6/2023)
RR
Nevada
(12/21/2022)
RR
New Hampshire
(1/6/2023)
RR
New Jersey
(1/6/2023)
RR
New Mexico
(1/6/2023)
RR
New York
(1/6/2023)
RR
North Carolina
(1/6/2023)
RR
North Dakota
(1/6/2023)
RR
Ohio
(12/21/2022)
RR
Oklahoma
(1/6/2023)
RR
Oregon
(1/6/2023)
RR
Pennsylvania
(12/21/2022)
RR
Puerto Rico
(12/21/2022)
RR
Rhode Island
(1/6/2023)
RR
South Carolina
(1/6/2023)
RR
South Dakota
(1/6/2023)
RR
Tennessee
(12/21/2022)
RR
Texas
(1/6/2023)
RR
Utah
(12/21/2022)
RR
Vermont
(1/6/2023)
RR
Virginia
(1/6/2023)
RR
Washington
(1/6/2023)
RR
West Virginia
(1/6/2023)
RR
Wisconsin
(1/6/2023)
RR
Wyoming
(1/6/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/19/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2019
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


TC
TIMBREL CAPITAL, LLC
TIMBREL CAPITAL, LLC

CRD#: 298131 / SEC#: , 8-70178

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Phone number
(678) 954-4100
Established
Georgia since 07/06/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TIMBREL HOLDINGS, LLCSOLE MEMBER
COPELAND, JOSEPH KILLINGSWORTHINFORMATION AND TECHNOLOGY OFFICER6847982
GOLD, RANDY SCOTTPRESIDENT6952957
SULLIVAN, JULIE ANNCCO1112088
TATUM, ANNA ELISEFINOP, CHIEF ACCOUNTING OFFICER7273094

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


TIMBREL CAPITAL, LLC

CRD#: 298131Atlanta, GA 30345

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