TIMOTHY A. LLOYD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 12 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-04 | 2025-03-31 | — |
| CETERA INVESTMENT ADVISERS LLC | 2019-08-02 | 2021-12-15 | — |
| TRUIST ADVISORY SERVICES, INC. | 2016-09-23 | 2019-06-12 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2013-12-09 | 2016-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-06-28 | 2013-10-14 | — |
| THE MUTUAL FUND STORE | 2011-12-20 | 2013-05-31 | — |
| FIFTH THIRD SECURITIES, INC. | 2011-02-02 | 2011-12-02 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-10-04 | 2011-01-14 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2009-05-26 | 2010-03-31 | — |
| WAMU INVESTMENTS, INC. | 2004-08-19 | 2004-12-04 | — |
| AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC | 2003-09-19 | 2004-07-09 | — |
| AMSOUTH INVESTMENT SERVICES, INC. | 2003-03-14 | 2003-09-15 | — |