# TIMOTHY A. LLOYD

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.

## Registration history (13)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-02-04 | 2025-03-31 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2019-08-02 | 2021-12-15 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-23 | 2019-06-12 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2013-12-09 | 2016-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-06-28 | 2013-10-14 | — |
| [THE MUTUAL FUND STORE](https://search.stillhousedata.com/firm/143874) | 2011-12-20 | 2013-05-31 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2011-02-02 | 2011-12-02 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2010-10-04 | 2011-01-14 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2009-05-26 | 2010-03-31 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2004-08-19 | 2004-12-04 | — |
| [AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC](https://search.stillhousedata.com/firm/111757) | 2003-09-19 | 2004-07-09 | — |
| [AMSOUTH INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/15692) | 2003-03-14 | 2003-09-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2135724)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2135724.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.