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 A Franklin
Certified Financial Planner
Feed of 09/15/2026
At current firm
8 y
since Feb 27, 2018
In the industry
20 y
since Nov 1, 2005 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Financial Designs, Inc. BD affiliated currentsince Feb 27, 2018 · Urbana, Il
- First Allied Advisory Services, Inc. formerAug 8, 2012 to Feb 27, 2018 · Urbana, Il
Moves
a registration end followed by a registration begin elsewhere
- First Allied Advisory Services, Inc. to Creative Financial Designs, Inc.left Feb 27, 2018, registered Feb 27, 2018 (0 days) · Other · moved with a team
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address