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
Johnathan Pierce Timko
Certified Financial Planner
Feed of 09/14/2026
Also filed as Pierce Timko
At current firm
9 y
since Nov 16, 2016
In the industry
19 y
since May 1, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
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
- David Vaughan Investments, LLC independent RIA currentsince Nov 16, 2016 · Peoria, Il
- Schwab Wealth Advisory, Inc. no RAUMJul 10, 2012 to Jun 20, 2016 · Orlando, Fl
- Charles Schwab & Co., Inc. national BDSep 13, 2007 to Jul 11, 2012 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Schwab Wealth Advisory, Inc. to David Vaughan Investments, LLCleft Jun 20, 2016, registered Nov 16, 2016 (149 days) · Other
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jul 11, 2012, registered Jul 10, 2012 (-1 days) · channel change inside one enterprise, not a move
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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address