TJ
Timothy John Newell
CRD 1339021
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Harvest Investment Services, Llc | Registered representative | 07/20/2026 |
| Envoy Advisory Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Harvest Investment Services, Llc
President/Ceo · Less than 5% · Nov 2024
-
Harvest Investment Services, Llc
Owner · 50% – 75% · Nov 2024
-
Envoy Advisory Inc.
Managing Director · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗