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TK

Timothy N. Kaufman

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CRD#: 736532
TK

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.

Timothy Nick Kaufman, who also goes by Tim Kaufman, was a registered financial advisor .

Timothy is a previously registered financial advisor and started their career in finance in 1981. Timothy had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 53, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Kaufman

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)


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®
None

Experience


Past

January 22, 2008 - May 7, 2008

WILLIAM C. BURNSIDE & COMPANY, INC.

BD
CRD#: 6400
DANVILLE, IL
Past

October 7, 2005 - February 8, 2006

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
INDIANAPOLIS, IN
Past

October 4, 2005 - February 8, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 19, 2004 - June 28, 2005

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN
Past

September 17, 2003 - December 1, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 24, 1994 - December 31, 2002

MEMPHIS CAPITAL

BD
CRD#: 8564
MEMPHIS, TN
Past

January 20, 1992 - December 31, 1993

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN
Past

June 30, 1989 - November 15, 1990

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

December 17, 1985 - July 27, 1989

KAUFMAN INVESTMENTS CORPORATION

BD
CRD#: 16992
Past

March 25, 1985 - October 3, 1985

FIRST REPUBLIC SECURITIES, INC.

BD
CRD#: 6898
Past

September 1, 1981 - July 13, 1983

KAUFMAN ENERGY DEVELOPMENT CORPORATION

BD
CRD#: 10101

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/31/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WC
WILLIAM C. BURNSIDE & COMPANY, INC.
WILLIAM C. BURNSIDE & COMPANY, INC.

CRD#: 6400 / SEC#: , 8-21242

BD
Terminated by SEC on 06/15/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 09/30/1976
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROWN, DAVID DARRELOWNER,VICE-PRESIDENT,CHIEF COMPLIANCE OFFICER1090777
LINDAHL, BRUCE ROBERTOWNER, PRESIDENT,TREASURER2129966

Disclosures


Regulatory Event2
Arbitration1

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


WILLIAM C. BURNSIDE & COMPANY, INC.

CRD#: 6400

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