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Timothy Bryce Wolfcale

Investment Adviser Representative at CORDA INVESTMENT MANAGEMENT, LLC

Houston, TXCRD #1410116Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Timothy Bryce Wolfcale has worked in the securities industry since 2008. They are registered to provide investment advisory services in Colorado and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/20/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 10/21/1985
Series 7
General Securities Representative Examination
Passed 10/19/1985
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 4/9/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First tier1.00%
Second tier0.85%
Third tier0.50%
Fourth tier0.25%
Source

Corda Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORDA INVESTMENT MANAGEMENT, LLCCurrent
2/28/2014Houston, TX
AMERIVEST INVESTMENT MANAGEMENT, LLC
4/2/20076/11/2008Austin, TX
TD AMERITRADE, INC.
4/2/20076/11/2008Austin, TX
CHASE INVESTMENT SERVICES CORP.
7/6/200510/12/2005Austin, TX
BANC ONE SECURITIES CORPORATION
3/16/20047/6/2005Austin, TX
UBS FINANCIAL SERVICES INC.
11/21/200010/2/2003Austin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Bryce Wolfcale has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Timothy Bryce Wolfcale - Financial Advisor in Houston, TX | AdvisorFinder