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Detailed Report
TIMOTHY JOSEPH MELIA
Tim Melia
CRD#: 5269590
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Investment Adviser
EMBOLDENFPCRD#: 323352 SEATTLE, WA
Registration History
2008201020122014201620182020202220242026IAEMBOLDENFP (CRD# 323352)2023 - Present (2 years)IALAIRD NORTON WEALTH MANAGEMENT (CRD# 113400)2008 - 2018 (9 years)IARAMSEY & ASSOCIATES INC (CRD# 109475)2007 - 2008 (<1 year)
License(s)

State Registrations

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California 12/6/2024
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Texas 9/27/2023
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Oregon 9/25/2024
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Washington 1/20/2023
Current Registration(s)
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EMBOLDENFP (CRD#:323352)
SEATTLE, WA
Registered with this firm since 1/20/2023
Previous Registration(s)
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 08/19/2008 - 01/16/2018 LAIRD NORTON WEALTH MANAGEMENT (CRD#:113400) SEATTLE, WA
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 09/13/2007 - 06/05/2008 RAMSEY & ASSOCIATES INC (CRD#:109475) SEATTLE, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.