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Timothy Gerard Looney

Tim Looney Investments, LLC

Longwood, FL

CRD 1803045

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Employer firm

Tim Looney Investments, LLC CRD 164413

$490M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Tim Looney Investments, Llc

2180 Sr 434 Suite 6140, Longwood, FL 32779 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2180 Sr 434 Suite 6140, Longwood, FL 32779 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tim Looney Investments, Llc Longwood FL 05/2012 Present
Tim Looney Longwood FL 04/2002 12/2024
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-07
S63 Uniform Securities Agent State Law Examination 1991-06-14
  • S65 Uniform Investment Adviser Law Examination
    2001-03-07
  • S63 Uniform Securities Agent State Law Examination
    1991-06-14
Other Names
  • Timothy G Looney
  • Timothy Gerald Looney
  • Timothy Looney

View on SEC IAPD

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O'TOOLE STRATEGIC INVESTMENTS LLC · LONGWOOD, FL
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