TIMOTHY AGNE is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-03-16 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-04-22 | 2024-01-10 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-11-21 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2018-11-21 | 2022-10-14 | — |