Timothy Steele has been an investment adviser representative at Hudson Financial Services since February 2025, and is not listed among the firm’s executive officers or direct owners.
Hudson Financial Services, Inc. is an Auburn, CA firm with $119M under management, 451 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Timothy Steele’s longest registration was 3 years at HBW Advisory Services LLC (2021–2025). Before joining Hudson Financial Services in 2025, Timothy Steele was registered through HBW Advisory Services LLC.
- Vantage Financial GroupCurrent– present · 1 yearAuburn, CA · Adviser representative · Firm CRD 309675
- HBW Advisory Services LLC– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Timothy Steele is registered as an investment adviser representative in California, since February 2025.
- CaliforniaSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Aaron Steele
- CRD
- 7341795
- Firm
- Hudson Financial Services · CRD 309675
- Office
- 164 MAPLE ST., SUITE 1, Auburn, CA 95603
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Steele work?
Timothy Steele is an investment adviser representative registered through Hudson Financial Services, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Steele a financial advisor?
Yes. Timothy Steele has a current investment-adviser registration in California, through Hudson Financial Services since February 2025.
How many years of experience does Timothy Steele have?
Timothy Steele has 5 years in the financial industry, since February 2021, across 2 adviser firms.
What exams has Timothy Steele passed?
Timothy Steele passed the Series 65 in February 2021.
Where did Timothy Steele work before Hudson Financial Services?
Before Hudson Financial Services, Timothy Steele was registered through HBW Advisory Services LLC, February 2021 to February 2025.
Where is Timothy Steele based?
Timothy Steele’s registered office is in Auburn, CA.
Is Timothy Steele registered with FINRA?
No. Timothy Steele has no current broker registration.
How can I verify Timothy Steele’s record?
Search CRD 7341795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Steele’s full registration record.
