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 John Sherer
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Tim Sherer
At current firm
7 y
since Apr 15, 2019
In the industry
37 y
since Sep 22, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Emerson Equity LLC BD affiliated currentsince Apr 15, 2019 · San Mateo, Ca
- Sandlapper Wealth Management, LLC formerJun 23, 2015 to Apr 15, 2019 · San Jose, Ca
- Scf Investment Advisors, Inc. formerFeb 3, 2015 to Jun 19, 2015 · Fresno, Ca
- J P Turner & Company Capital Management, LLC formerMay 5, 2008 to Feb 6, 2015 · San Jose, Ca
- Brookstreet Securities Corporation unclassifiedDec 8, 2004 to Jul 3, 2007 · San Jose, Ca
- Msi Financial Services, Inc. formerSep 18, 2002 to Jan 3, 2003 · San Jose, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sandlapper Wealth Management, LLC to Emerson Equity LLCleft Apr 15, 2019, registered Apr 15, 2019 (0 days) · Other · moved with a team
- Scf Investment Advisors, Inc. to Sandlapper Wealth Management, LLCleft Jun 19, 2015, registered Jun 23, 2015 (4 days) · Other · moved with a team
- J P Turner & Company Capital Management, LLC to Scf Investment Advisors, Inc.left Feb 6, 2015, registered Feb 3, 2015 (-3 days) · Other · moved with a team
- Brookstreet Securities Corporation to J P Turner & Company Capital Management, LLCleft Jul 3, 2007, registered May 5, 2008 (307 days) · Other
- Msi Financial Services, Inc. to Brookstreet Securities Corporationleft Jan 3, 2003, registered Dec 8, 2004 (705 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address