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Detailed Report
Timothy Shawn Carlin
TIMOTHY S CARLIN, Tim Shawn Carlin
CRD#: 4691435
IA
Investment Adviser
B
Broker
THE WEALTH CONSULTING GROUPCRD#: 173194 6800 College Blvd. Suite 630
Overland Park, KS 66211
LPL FINANCIAL LLCCRD#: 6413 6800 COLLEGE BLVD STE 630
OVERLAND PARK, KS 66211-1564
Registration History
200420062008201020122014201620182020202220242026IATHE WEALTH CONSULTING GROUP (CRD# 173194)2023 - Present (1 year)BLPL FINANCIAL LLC (CRD# 6413)2021 - Present (4 years)BEDWARD JONES (CRD# 250)2003 - 2019 (16 years)IAV WEALTH ADVISORS LLC (CRD# 153278)2019 - 2023 (4 years)IAEDWARD JONES (CRD# 250)2006 - 2019 (13 years)
License(s)

State Registrations

B
Arizona 1/18/2021
B
Missouri 1/7/2021
B
California 1/29/2021
B
New Mexico 1/29/2021
B
Colorado 1/21/2021
B
New York 6/11/2024
B
Florida 3/2/2021
B
North Carolina 1/26/2021
B
Georgia 1/29/2021
B
Ohio 1/6/2021
B
Idaho 9/30/2021
B
South Carolina 2/9/2021
B
Illinois 3/15/2021
IA
Texas 7/19/2023
B
Kansas 1/11/2021
B
Virginia 1/28/2021
IA
Kansas 7/14/2023
B
Wisconsin 1/28/2021
B
Minnesota 1/12/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
THE WEALTH CONSULTING GROUP (CRD#:173194)
6800 College Blvd. Suite 630, Overland Park, KS 66211
Registered with this firm since 7/14/2023
B
LPL FINANCIAL LLC (CRD#:6413)
6800 COLLEGE BLVD STE 630, OVERLAND PARK, KS 66211-1564
Registered with this firm since 1/6/2021
Previous Registration(s)
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IA
 11/27/2019 - 12/31/2023 V WEALTH ADVISORS LLC (CRD#:153278) OVERLAND PARK, KS
IA
 10/13/2006 - 12/16/2019 EDWARD JONES (CRD#:250) OVERLAND PARK, KS
B
 09/23/2003 - 12/16/2019 EDWARD JONES (CRD#:250) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.