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Timothy N. Vorhoff

CV SECURITIES LLC
Austin, TX 78733
Some features on this profile are disabled
CRD#: 6965834
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Professional summary


Timothy Newland Vorhoff, who also goes by Tim Vorhoff, is a registered financial professional currently at CV SECURITIES LLC located in Austin, Texas.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2019. Timothy has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Vorhoff

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 Timothy Newland Vorhoff'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

September 11, 2023 - Present

CV SECURITIES LLC

Office #1: 810 N Tumbleweed Tr, Austin, TX 78733
BD
CRD#: 323246
Austin, TX
Past

August 14, 2021 - August 14, 2023

FORO CAPITAL MARKETS, LLC

BD
CRD#: 311125
CHARLOTTE, NC
Past

July 24, 2019 - July 20, 2021

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
NEW YORK, NY

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
Texas
(9/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 7/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/24/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 7/24/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CV SECURITIES LLC
CREOVALO SECURITIES LLC | CV SECURITIES LLC

CRD#: 323246 / SEC#: , 8-71038

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


Main Address
810 N Tumbleweed Tr, Austin, TX 78733
Mailing Address
810 N Tumbleweed Tr, Austin, TX 78733
Phone number
(512) 596-2500
Established
Texas since 08/17/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
CREOVALO LLCSOLE MEMBER
MARR, MICHAEL STEWARTCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL6030349
STEWART, JOHN SCOTTMANAGING DIRECTOR1785605
VORHOFF, DAVID CARLMANAGER AND CHIEF EXECUTIVE OFFICER2032580
VORHOFF, TIMOTHY NEWLANDSENIOR VICE PRESIDENT6965834

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


CV SECURITIES LLC

CRD#: 323246Austin, TX 78733

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