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RIA / WealthAdvisor45 years in industry

TIMOTHY JUDE PAGLIARA

Advisor at CAPWEALTH ADVISORS, LLC

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39c7e11f-9e81-140b-a137-d23f2f47d659

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPWEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 7
Exams: S63|S65
First exam: Jul 31, 1981
First registration: Feb 25, 2000
Dual registered: no
Other names: TIM PAGLIARA|TIMOTHY PAGLIARA
IAPD individual key: 733637

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPWEALTH ADVISORS, LLC	Independent wealth	Dec 21, 2009	n/a	yes	FRANKLIN, TN	Current employment
CAPWEALTH INSIGHTS, LLC	Former SEC adviser	Mar 24, 2020	Jan 11, 2021	no	FRANKLIN, TN	Previous registration
CAPWEALTH INSIGHTS, LLC	Former SEC adviser	Nov 21, 2013	Dec 31, 2019	no	FRANKLIN, TN	Previous registration
LANARK FINANCIAL, INC.	Bd affiliated wealth	May 31, 2002	Dec 23, 2009	no	FRANKLIN, TN	Previous registration
CAPTRUST FINANCIAL ADVISORS, LLC	n/a	Feb 25, 2000	Jun 6, 2002	no	FRANKLIN, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPWEALTH INSIGHTS, LLC	n/a	Jan 11, 2021	n/a	n/a	Departure no registered destination	Departure
LANARK FINANCIAL, INC.	CAPWEALTH ADVISORS, LLC	Dec 23, 2009	Dec 21, 2009	-2	Firm change	Other
CAPTRUST FINANCIAL ADVISORS, LLC	LANARK FINANCIAL, INC.	Jun 6, 2002	May 31, 2002	-6	Firm change	Other

Relationships

Registered with (4)

→ CAPWEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Dec 21, 2009 to presentfactForm ADV
→ CAPWEALTH INSIGHTS, LLCRegistered adviserregistration: previous registration
Mar 24, 2020 to Jan 11, 2021factForm ADV
→ LANARK FINANCIAL, INC.Registered adviserregistration: previous registration
May 31, 2002 to Dec 23, 2009factForm ADV
→ CAPTRUST FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 25, 2000 to Jun 6, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39c7e11f-9e81-140b-a137-d23f2f47d659
First observed: Feb 25, 2000
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIMOTHY JUDE PAGLIARA

Advisor at CAPWEALTH ADVISORS, LLC

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39c7e11f-9e81-140b-a137-d23f2f47d659

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CAPWEALTH ADVISORS, LLC

Independent wealth

Dec 21, 2009

n/a

yes

FRANKLIN, TN

Current employment

CAPWEALTH INSIGHTS, LLC

Former SEC adviser

Mar 24, 2020

Jan 11, 2021

FRANKLIN, TN

Previous registration

CAPWEALTH INSIGHTS, LLC

Former SEC adviser

Nov 21, 2013

Dec 31, 2019

FRANKLIN, TN

Previous registration

LANARK FINANCIAL, INC.

Bd affiliated wealth

May 31, 2002

Dec 23, 2009

FRANKLIN, TN

Previous registration

CAPTRUST FINANCIAL ADVISORS, LLC

n/a

Feb 25, 2000

Jun 6, 2002

FRANKLIN, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAPWEALTH INSIGHTS, LLC

n/a

Jan 11, 2021

n/a

Departure no registered destination

Departure

LANARK FINANCIAL, INC.

CAPWEALTH ADVISORS, LLC

Dec 23, 2009

Dec 21, 2009

-2

Firm change

Other

CAPTRUST FINANCIAL ADVISORS, LLC

LANARK FINANCIAL, INC.

Jun 6, 2002

May 31, 2002

-6

Firm change

Other