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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T•••••• A••• T••••••
- Professional profile
- linkedin.com/in/tim-thielen-cpa-cfp%C2%AE-cmt-303ab2197reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince Jan 29, 2019 · Coral Gables, Fl
- O•••• F•• I••• formerMar 8, 2016 to Aug 7, 2017 · Boca Raton, Fl
- S•• C••••• C•••••• A•••••••• L•• formerFeb 12, 2014 to Feb 6, 2015 · Plantation, Fl
- M•• F•••••••• S•••••••• I••• formerOct 19, 2009 to May 18, 2011 · Plantation, Fl
- T• F••••••••• I••• unclassifiedApr 2, 2007 to Dec 31, 2008 · Davie, Fl
- M•• F•••••••• S•••••••• I••• formerSep 11, 2002 to Feb 22, 2007 · Plantation, Fl
- O•••• F•• I••• to I••••••••• W••••• C••••••• L••left Aug 7, 2017, registered Jan 29, 2019 (540 days) · Other
- S•• C••••• C•••••• A•••••••• L•• to O•••• F•• I•••left Feb 6, 2015, registered Mar 8, 2016 (396 days) · Other
- M•• F•••••••• S•••••••• I••• to S•• C••••• C•••••• A•••••••• L••left May 18, 2011, registered Feb 12, 2014 (1001 days) · Other
- T• F••••••••• I••• to M•• F•••••••• S•••••••• I•••left Dec 31, 2008, registered Oct 19, 2009 (292 days) · Other
- M•• F•••••••• S•••••••• I••• to T• F••••••••• I•••left Feb 22, 2007, registered Apr 2, 2007 (39 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address