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RIA / WealthAdvisorCertified Financial Planner34 years in industry

TIMOTHY JOHN NEWELL

Advisor at HARVEST INVESTMENT SERVICES, LLC

OAKBROOK TERRACE, IL | COLORADO SPRINGS, CO

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:6f4226dc-1eda-b226-c5e4-71f8323b927c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Nov 20, 1998 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Timothy John Newell

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: HARVEST INVESTMENT SERVICES, 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: Nov 18, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 18, 1991
First registration: Nov 20, 1998
Dual registered: no
Other names: TIM JOHN NEWELL
IAPD individual key: 1339021

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
ENVOY ADVISORY INC.	Independent wealth	Jan 2, 2025	n/a	yes	COLORADO SPRINGS, CO	Current employment
HARVEST INVESTMENT SERVICES, LLC	Independent wealth	Feb 3, 2012	n/a	yes	OAKBROOK TERRACE, IL\|OAKBROOK TERRACE, IL	Current employment
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 20, 1998	Jul 3, 2018	no	SYCAMORE, IL\|OAKBROOK TERRACE, IL\|SCHERERVILLE, IN\|SHOREWOOD, IL\|OAKBROOK, IL\|LOVES PARK, IL\|ELGIN, IL\|LANSING, IL\|DAVENPORT, IA\|NORTHBROOK, IL\|Palos Hills, IL\|ELIZABETH, CO\|CHAMPAIGN, IL\|LAGRANGE, IL\|OTSEGO, MN\|Naperville, IL\|SOUTH HOLLAND, IL	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
CONCOURSE FINANCIAL GROUP ADVISORS	HARVEST INVESTMENT SERVICES, LLC	Jul 3, 2018	Feb 3, 2012	-2,342	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15708:159390:IL:2018-07-03	Jul 3, 2018	Feb 3, 2012	SOUTH HOLLAND, IL	Firm change after gap

Relationships

Registered with (3)

→ ENVOY ADVISORY INC.Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ HARVEST INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
Feb 3, 2012 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 20, 1998 to Jul 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f4226dc-1eda-b226-c5e4-71f8323b927c
First observed: Nov 20, 1998
Last observed: Sep 14, 2026 7 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 JOHN NEWELL

Advisor at HARVEST INVESTMENT SERVICES, LLC

OAKBROOK TERRACE, IL | COLORADO SPRINGS, CO

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:6f4226dc-1eda-b226-c5e4-71f8323b927c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ENVOY ADVISORY INC.

Independent wealth

Jan 2, 2025

n/a

yes

COLORADO SPRINGS, CO

Current employment

HARVEST INVESTMENT SERVICES, LLC

Independent wealth

Feb 3, 2012

n/a

yes

OAKBROOK TERRACE, IL|OAKBROOK TERRACE, IL

Current employment

CONCOURSE FINANCIAL GROUP ADVISORS

Former SEC adviser

Nov 20, 1998

Jul 3, 2018

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONCOURSE FINANCIAL GROUP ADVISORS

HARVEST INVESTMENT SERVICES, LLC

Jul 3, 2018

Feb 3, 2012

-2,342

Firm change after gap

Other

Team

Left

Joined

From

Kind

15708:159390:IL:2018-07-03

Jul 3, 2018

Feb 3, 2012

SOUTH HOLLAND, IL

Firm change after gap