WOODS, TIMOTHY, BERNARD

C24

IAR CRD 4428777·Industry start 2003-12-17

Identity

Legal name

WOODS, TIMOTHY, BERNARD

CRD

4428777

NPN

—

Career

Previous employments

WILLIAM BLAIR2022-03-02

CABOT LODGE SECURITIES LLC2021-07-30

Current branches

PRIVATE CLIENT SERVICES, LLC

VESTGEN ADVISORS, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

2003-12-17

Est. age

45

Age confidence

—

Est. birth year

1981

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

VESTGEN INVESTMENT MANAGEMENT, LLC

Executive Officer · 2.5% ownership

VESTGEN ADVISORS, LLC

IAR · Executive Officer · 2.5% ownership