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
Loyd Alan Timmons
Feed of 09/14/2026
Also filed as Alan Timmons
At current firm
9 y
since Aug 12, 2017
In the industry
19 y
since Jun 14, 2007 (earliest exam, job or registration)
Prior registered firms
4
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
- Asset Management Strategies, Inc. independent RIA currentsince Aug 12, 2017 · Frankfort, In
- LPL Financial LLC BD affiliatedJun 28, 2017 to Aug 10, 2017 · Frankfort, In
- Center For Wealth Planning Advisors, Inc formerJul 27, 2016 to Jun 28, 2017 · Frankfort, In
- Edward Jones national BDMay 22, 2012 to Jul 28, 2016 · St Louis, Mo
- Edward Jones national BDJun 14, 2007 to Jan 2, 2009 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Asset Management Strategies, Inc.left Aug 10, 2017, registered Aug 12, 2017 (2 days) · Other
- Center For Wealth Planning Advisors, Inc to LPL Financial LLCleft Jun 28, 2017, registered Jun 28, 2017 (0 days) · Other
- Edward Jones to Center For Wealth Planning Advisors, Incleft Jul 28, 2016, registered Jul 27, 2016 (-1 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address