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RIA / WealthAdvisor39 years in industry

TIMOTHY JOHN ELLSWORTH

Advisor at RELATION WEALTH MANAGEMENT, INC.

TULSA, OK

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Search this name across graphsid dfx:ria:97de9d2a-98a8-92b6-0df0-6d64ca645188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 20, 1999 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: RELATION WEALTH MANAGEMENT, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Oct 15, 1986
First registration: Aug 20, 1999
Dual registered: no
IAPD individual key: 1539321

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
RELATION WEALTH MANAGEMENT, INC.	Mixed wealth	Jul 2, 2024	n/a	yes	TULSA, OK	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 21, 2016	Jul 1, 2024	no	TULSA, OK	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Mar 5, 2007	Sep 22, 2016	no	TULSA, OK\|AUSTIN, TX	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	Mar 12, 2007	no	TULSA, OK	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Aug 20, 1999	Mar 28, 2005	no	SAPULPA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|TULSA, OK\|OKLAHOMA CITY, OK\|EDMOND, OK	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
KESTRA ADVISORY SERVICES, LLC	RELATION WEALTH MANAGEMENT, INC.	Jul 1, 2024	Jul 2, 2024	1	Firm change	Ibd to new firm
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 21, 2016	-154	Bulk transfer	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Mar 12, 2007	Mar 5, 2007	-7	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
283330:329961:OK:2024-07-01	Jul 1, 2024	Jul 2, 2024	TULSA, OK	Firm change

Relationships

Registered with (5)

→ RELATION WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Jul 2, 2024 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Jul 1, 2024factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Mar 5, 2007 to Sep 22, 2016factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2005 to Mar 12, 2007factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Aug 20, 1999 to Mar 28, 2005factForm ADV

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
Timothy John Ellsworth left Kestra Advisory Services, Llc for Relation Wealth Management, Inc. (registered 2024-07-02)
Form ADVobserved 5 days ago