DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy David Mcvey
Certified Financial Planner
Feed of 09/14/2026
At current firm
22 y
since Sep 1, 2004
In the industry
40 y
since Jun 1, 1986 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
26
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Centaurus Financial, Inc. BD affiliated currentsince Sep 1, 2004 · Huntington Beach, Ca
- Mutual Service Corporation unclassifiedJan 14, 2002 to Sep 13, 2004 · Long Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Mutual Service Corporation to Centaurus Financial, Inc.left Sep 13, 2004, registered Sep 1, 2004 (-12 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address