Timothy A. Short

WELCOME HOME WEALTH ADVISORS LLC

North Chesterfield, VA 23236

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CRD#: 7431115

Professional summary

Timothy Alexander Short is a registered financial advisor currently at WELCOME HOME WEALTH ADVISORS LLC located in North Chesterfield, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Timothy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

WPI HOLDINGS DBA WELCOME HOME FINANCIAL PARTNERS; INSURANCE; INVESTMENT-RELATED; VIRGINIA; INSURANCE AGENT; 2014; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Alexander Short'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

May 25, 2023 - Present

WELCOME HOME WEALTH ADVISORS LLC

Office #1: 222 North Arch Road, North Chesterfield, VA 23236

RIA

CRD#: 326027

North Chesterfield, VA

Past

September 2, 2021 - May 22, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

CHESTERFIELD, VA

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

Texas
(5/25/2023)

IAR

Virginia
(5/30/2023)

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 65

Date: 7/30/2021

Uniform Investment Adviser Law Examination

Current Firm

WELCOME HOME WEALTH ADVISORS LLC

CRD#: 326027 / SEC#:

Texas

Registered Investment Advisory firm - (5/12/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (5/30/2023 Approved)

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Contact information

Main Address

222 North Arch Road, North Chesterfield, VA 23236

Mailing Address

Phone number

(804) 897-4844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy A. Short

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Alexander Short's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELCOME HOME WEALTH ADVISORS LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2021

Current Firm

WELCOME HOME WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

WELCOME HOME WEALTH ADVISORS LLC

TRUST BUT VERIFY

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