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RIA / WealthAdvisor27 years in industry

TIMOTHY YEATS THOMAS

Advisor at MEMBERS WEALTH LLC

MEDIA, PA | Santa Barbara, CA

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Search this name across graphsid dfx:ria:c43226f7-d05d-0903-7100-8a16014c8647

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jun 30, 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: MEMBERS WEALTH 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: Mar 4, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S65|S66
First exam: Mar 4, 1999
First registration: Jun 30, 2000
Dual registered: no
Other names: TIMOTHY THOMAS
IAPD individual key: 2870674

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
MEMBERS WEALTH LLC	Independent wealth	Aug 24, 2023	n/a	yes	Santa Barbara, CA\|MEDIA, PA	Current employment
CS PLANNING CORP	Independent wealth	Dec 21, 2022	Nov 9, 2023	no	Santa Barbara, CA\|PORTLAND, OR\|Santa Barbara, CA	Previous registration
HOEY INVESTMENTS, INC.	Independent wealth	Oct 13, 2021	Nov 7, 2022	no	COATESVILLE, PA\|Santa Barbara, CA	Previous registration
INTEGRATIVE INVESTING	n/a	Oct 1, 2021	Jan 21, 2023	no	SANTA BARBARA, CA	Previous registration
WEALTHCARE ADVISORY PARTNERS LLC	Bd affiliated wealth	Jun 1, 2020	Sep 29, 2021	no	WEST CHESTER, PA\|Santa Barbara, CA	Previous registration
INTEGRATIVE INVESTING	n/a	Dec 10, 2018	Jul 8, 2020	no	SANTA BARBARA, CA	Previous registration
HOEY INVESTMENTS, INC.	Independent wealth	Apr 23, 2018	Jan 17, 2019	no	COATESVILLE, PA	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Feb 9, 2004	Jan 2, 2008	no	MALVERN, PA	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Jun 30, 2000	Jan 2, 2008	no	MALVERN, PA\|MALVERN, PA\|MALVERN, PA	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
CS PLANNING CORP	MEMBERS WEALTH LLC	Nov 9, 2023	Aug 24, 2023	-77	Firm change after gap	RIA to new firm
INTEGRATIVE INVESTING	HOEY INVESTMENTS, INC.	Jan 21, 2023	Oct 13, 2021	-465	Firm change after gap	Other
HOEY INVESTMENTS, INC.	CS PLANNING CORP	Nov 7, 2022	Dec 21, 2022	44	Firm change	RIA to RIA
WEALTHCARE ADVISORY PARTNERS LLC	INTEGRATIVE INVESTING	Sep 29, 2021	Oct 1, 2021	2	Firm change	Other
INTEGRATIVE INVESTING	WEALTHCARE ADVISORY PARTNERS LLC	Jul 8, 2020	Jun 1, 2020	-37	Firm change after gap	Other
HOEY INVESTMENTS, INC.	INTEGRATIVE INVESTING	Jan 17, 2019	Dec 10, 2018	-38	Firm change after gap	Other
LOCKWOOD FINANCIAL SERVICES, INC.	BNY MELLON ADVISORS, INC.	Jan 2, 2008	Feb 9, 2004	-1,423	Firm change after gap	Other
BNY MELLON ADVISORS, INC.	HOEY INVESTMENTS, INC.	Jan 2, 2008	Apr 23, 2018	3,764	Firm change after gap	Other

Relationships

Registered with (7)

→ MEMBERS WEALTH LLCRegistered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Dec 21, 2022 to Nov 9, 2023factForm ADV
→ INTEGRATIVE INVESTINGRegistered adviserregistration: previous registration
Oct 1, 2021 to Jan 21, 2023factForm ADV
→ HOEY INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 13, 2021 to Nov 7, 2022factForm ADV
→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserregistration: previous registration
Jun 1, 2020 to Sep 29, 2021factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Feb 9, 2004 to Jan 2, 2008factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2000 to Jan 2, 2008factForm ADV

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
Timothy Yeats Thomas left Cs Planning Corp for Members Wealth Llc (registered 2023-08-24)
Form ADVobserved 6 days ago
Occurred
Jan 21, 2023
Advisor changed firm
Timothy Yeats Thomas left Integrative Investing for Hoey Investments, Inc. (registered 2021-10-13)
Form ADVobserved 6 days ago
Occurred
Nov 7, 2022
Advisor changed firm
Timothy Yeats Thomas left Hoey Investments, Inc. for Cs Planning Corp (registered 2022-12-21)
Form ADVobserved 6 days ago