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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

TIMOTHY LAVERNE WHETRO

Advisor at CAPITAL INVESTMENT ADVISORY SERVICES, LLC

TOLEDO, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2002 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: CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 23, 1999
First registration: Feb 25, 2002
Dual registered: yes, broker-dealer
Other names: TIMOTHY LAVERN WHETRO
IAPD individual key: 1845826

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
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 2, 2020	n/a	yes	TOLEDO, OH	Current employment
BUCKINGHAM FINANCIAL GROUP, INC.	Former SEC adviser	Jun 12, 2017	Jan 2, 2020	no	DAYTON, OH	Previous registration
BUCKINGHAM CAPITAL MANAGEMENT, INC.	Former SEC adviser	Apr 4, 2005	Jan 2, 2020	no	DAYTON, OH	Previous registration
NRP FINANCIAL, INC.	n/a	May 23, 2003	Jul 14, 2005	no	TOLEDO, OH\|TOLEDO, OH	Previous registration
BRECEK & YOUNG ADVISORS, INC.	Former SEC adviser	Feb 25, 2002	May 30, 2003	no	TOLEDO, OH	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
BUCKINGHAM FINANCIAL GROUP, INC.	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Jan 2, 2020	Jan 2, 2020	0	Firm change	Other
BUCKINGHAM CAPITAL MANAGEMENT, INC.	BUCKINGHAM FINANCIAL GROUP, INC.	Jan 2, 2020	Jun 12, 2017	-934	Firm change after gap	Other
NRP FINANCIAL, INC.	BUCKINGHAM CAPITAL MANAGEMENT, INC.	Jul 14, 2005	Apr 4, 2005	-101	Firm change after gap	Other
BRECEK & YOUNG ADVISORS, INC.	NRP FINANCIAL, INC.	May 30, 2003	May 23, 2003	-7	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
117984:117982:OH:2020-01-02	Jan 2, 2020	Jun 12, 2017	DAYTON, OH	Firm change after gap

Relationships

Registered with (5)

→ CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 2, 2020 to presentfactForm ADV
→ BUCKINGHAM FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jun 12, 2017 to Jan 2, 2020factForm ADV
→ BUCKINGHAM CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 4, 2005 to Jan 2, 2020factForm ADV
→ NRP FINANCIAL, INC.Registered adviserregistration: previous registration
May 23, 2003 to Jul 14, 2005factForm ADV
→ BRECEK & YOUNG ADVISORS, INC.Registered adviserregistration: previous registration
Feb 25, 2002 to May 30, 2003factForm ADV

Dated events

No dated event names this entity yet.