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RIA / WealthAdvisor21 years in industry

Timothy Edward Curtis Menefee

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Longmont, CO | Tabernash, CO | Berthoud, CO

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Search this name across graphsid dfx:ria:cb45045d-49fd-b7f3-f405-7bd396d4d176

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 18, 2007 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 26, 2005
First registration: Jan 18, 2007
Dual registered: no
Other names: TIMOTHY EDWARD CURTIS MENEFEE
IAPD individual key: 2532952

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 15, 2025	n/a	yes	Longmont, CO\|Tabernash, CO\|Berthoud, CO\|Longmont, CO	Current employment
TOUCHSTONE CAPITAL, INC.	Former SEC adviser	Mar 27, 2025	Dec 31, 2025	no	Longmont, CO	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Aug 30, 2019	Apr 1, 2025	no	Longmont, CO\|SAN DIEGO, CA\|Longmont, CO	Previous registration
EDWARD JONES	National bd RIA	Jan 18, 2007	Sep 5, 2019	no	LONGMONT, CO	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
TOUCHSTONE CAPITAL, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 31, 2025	Sep 15, 2025	-107	Firm change after gap	RIA to ibd
COMMONWEALTH FINANCIAL NETWORK	TOUCHSTONE CAPITAL, INC.	Apr 1, 2025	Mar 27, 2025	-5	Firm change	Ibd to RIA
EDWARD JONES	COMMONWEALTH FINANCIAL NETWORK	Sep 5, 2019	Aug 30, 2019	-6	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Sep 15, 2025 to presentfactForm ADV
→ TOUCHSTONE CAPITAL, INC.Registered adviserregistration: previous registration
Mar 27, 2025 to Dec 31, 2025factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Aug 30, 2019 to Apr 1, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 18, 2007 to Sep 5, 2019factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Timothy Edward Curtis Menefee left Touchstone Capital, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-15)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2025
Advisor changed firm
Timothy Edward Curtis Menefee left Commonwealth Financial Network for Touchstone Capital, Inc. (registered 2025-03-27)
Form ADVobserved 6 days ago