TA
Timothy Allen Cole
CRD 2572823
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Onedigital Investment Advisors Llc | Registered representative | 07/20/2026 |
| Silicon Valley Retirement Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Silicon Valley Retirement Services, Llc
Managing Member, Chief Compliance Officer · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗