# Timothy Daniel Gallagher

Timothy Daniel Gallagher is an investment adviser representative (IAR) with state registration records since 2001, appearing at 9 firms. Currently registered with VITA PLANNING GROUP LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VITA PLANNING GROUP LLC](https://search.stillhousedata.com/firm/312323) | 2021-04-07 | present | Yes |
| [LIBERTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/286001) | 2018-05-17 | 2021-04-14 | — |
| [LIBERTY GROUP, LLC](https://search.stillhousedata.com/firm/106036) | 2017-06-05 | 2018-10-10 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2011-05-12 | 2016-08-19 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2008-03-24 | 2010-09-10 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2006-02-24 | 2008-03-25 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2003-11-20 | 2005-11-17 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-07-01 | 2003-11-04 | — |
| [PRUDENTIAL EQUITY GROUP, LLC](https://search.stillhousedata.com/firm/7471) | 2001-04-17 | 2003-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4275580)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4275580.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.