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.
Timothy Henry Schmedes
- Title
- Client Engagement Managerreportedgbltrust.comfirm site, Sep 15, 2026
- Designations
- CPA, CFPreportedgbltrust.comas printed on the bio page, Sep 16, 2026
- Professional profile
- gbltrust.com/tim-schmedesreportedgbltrust.comfirm site, Sep 15, 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.
- Global Trust independent RIA currentsince Jun 5, 2025 · Palm Beach Gardens, Fl
- Coastal Way Financial Group, LLC state registeredOct 30, 2017 to Aug 16, 2019 · West Palm Beach, Fl
- Global Trust independent RIAFeb 21, 2013 to Mar 11, 2016 · Palm Beach Gardens, Fl
- Coastal Way Financial Group, LLC to Global Trustleft Aug 16, 2019, registered Jun 5, 2025 (2120 days) · Other
- Global Trust to Coastal Way Financial Group, LLCleft Mar 11, 2016, registered Oct 30, 2017 (598 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address