TM
TM

Timothy Mcdowell

11 Years of Experience
BrokerSells Insurance

Timothy Mcdowell is a registered investment advisor, based in San Francisco, CA, with 11 years of industry experience.

Location

275 Sacramento Street, 8th Floor, San Francisco, CA, 94111

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Timothy is a Managing Partner at Fort Point Capital Partners LLC, managing the firm and investment activities, dedicating about a third of his time. He is also a Member of New Fort Point Insurance Services LLC, managing the firm and dedicating minimal time.

Employment History
Current Registrations
Uhlmann Price Securities, LLC
January 2020 - Present · 6 yrs 3 mos
Uhlmann Price Securities, LLCBroker
January 2020 - Present · 6 yrs 3 mos
Fort Point Capital Partners LLC
December 2017 - Present · 8 yrs 4 mos
Previous Registrations
Gordian Investments, LLCBroker
June 2019 - December 2019 · 6 mos
Cypress Point Capital Management, LLC
April 2015 - March 2018 · 2 yrs 11 mos
Gordian Investments, LLCBroker
May 2014 - November 2018 · 4 yrs 6 mos
State Registrations27 states
AZCACOCTFLGAILKSKYMAMDMIMNMONCNJNVNYOHOKPASCTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.