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RIA / WealthAdvisorCertified Financial Planner23 years in industry

TIMOTHY LOUIS DILLOW

Advisor at DILLOW WEALTH MANAGEMENT LLC

Oak Brook, IL

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Search this name across graphsid dfx:ria:87f8de74-581c-16f5-d2a5-ff7f728dad2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: May 7, 2003 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Timothy Louis Dillow

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: DILLOW WEALTH MANAGEMENT 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: May 6, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 6, 2003
First registration: May 7, 2003
Dual registered: no
IAPD individual key: 4642786

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
DILLOW WEALTH MANAGEMENT LLC	Independent wealth	Apr 9, 2021	n/a	yes	Oak Brook, IL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 24, 2018	Mar 24, 2021	no	GENEVA, IL	Previous registration
LEELYN SMITH, LLC	Independent wealth	Jul 20, 2018	Apr 30, 2021	no	GENEVA, IL\|GENEVA, IL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 4, 2011	Aug 1, 2018	no	CHICAGO, IL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 9, 2011	no	Chicago, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 2, 2007	Jun 1, 2009	no	CHICAGO, IL\|MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 10, 2003	Oct 1, 2004	no	LAS VEGAS, NV	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 7, 2003	Oct 9, 2003	no	LAS VEGAS, NV	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
LEELYN SMITH, LLC	LPL FINANCIAL LLC	Apr 30, 2021	Aug 24, 2018	-980	Firm change after gap	RIA to RIA
LPL FINANCIAL LLC	DILLOW WEALTH MANAGEMENT LLC	Mar 24, 2021	Apr 9, 2021	16	Firm change	Ibd to new firm
UBS FINANCIAL SERVICES INC.	LEELYN SMITH, LLC	Aug 1, 2018	Jul 20, 2018	-12	Firm change	Wirehouse to RIA
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Nov 9, 2011	Nov 4, 2011	-5	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Oct 1, 2004	Feb 2, 2007	854	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 9, 2003	Nov 10, 2003	32	Firm change	Ibd to wirehouse

Relationships

Registered with (8)

→ DILLOW WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 9, 2021 to presentfactForm ADV
→ LEELYN SMITH, LLCRegistered adviserregistration: previous registration
Jul 20, 2018 to Apr 30, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 24, 2018 to Mar 24, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 4, 2011 to Aug 1, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 9, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 2, 2007 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 10, 2003 to Oct 1, 2004factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 7, 2003 to Oct 9, 2003factForm ADV

Dated events

No dated event names this entity yet.