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Timothy John Halchuck

LPl Financial LLC

Youngstown, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-05
  • OH RA
    APPROVED
    Since 2026-08-05

Branch Locations

100 Terra Bella Dr, Youngstown, OH 44505 • 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
Ami Insurance Agency Inc Warren OH 05/1991 Present
Ami Benefit Plan Administrators, Inc. Cortland OH 09/2000 Present
Ami Investment Advisory Services Inc Warren OH 01/1997 Present
Mid Atlantic Capital Corporation Cortland OH 06/2010 08/2026
Mid Atlantic Financial Management, Inc Cortland OH 06/2010 08/2026
Newedge Advisors, Llc. New Orleans LA 11/2021 08/2026
Lpl Financial Llc Youngstown OH 08/2026 Present
  • 05/1991 → Present
    Ami Insurance Agency Inc
    Warren, OH
  • 09/2000 → Present
    Ami Benefit Plan Administrators, Inc.
    Cortland, OH
  • 01/1997 → Present
    Ami Investment Advisory Services Inc
    Warren, OH
  • 06/2010 → 08/2026
    Mid Atlantic Capital Corporation
    Cortland, OH
  • 06/2010 → 08/2026
    Mid Atlantic Financial Management, Inc
    Cortland, OH
  • 11/2021 → 08/2026
    Newedge Advisors, Llc.
    New Orleans, LA
  • 08/2026 → Present
    Youngstown, OH
Previous Registrations
  • 2021-11-01 → 2026-08-04
    New Orleans, LA
    Youngstown, OH
  • 2010-06-28 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Cortland, OH
    Youngstown, OH
  • 2008-10-20 → 2010-07-22
    First Allied Advisory Services, Inc.
    Cortland, OH
  • 2007-01-03 → 2008-01-04
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Cortland, OH
  • 2006-04-04 → 2007-01-03
    Ffp Advisory Services Inc
    Cortland, OH
  • 2004-11-12 → 2006-04-03
    Cortland, OH
Other Businesses

1. 07/2026 – AMI BENEFIT PLAN ADMINISTRATORS, INC. – Third Party Administrator (TPA) –Not Inv Related – 120 Hour(s)/Month – 70 Hour(s) During Trading – Youngstown OH 44505 – OBA Start Date: 09/19/1994 2. 07/2026 – Timothy Halchuck Independent Insurance Agent – Non-Variable Insurance– Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Youngstown OH 44505 – OBA Start Date: 10/01/1991 3. 07/2026 – AMI Investment Advisory Services, Inc. – DBA for LPL Business (entity for LPL business) – Inv Related – 60 Hour(s)/Month – 60 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 08/5/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-27
S63 Uniform Securities Agent State Law Examination 1996-01-05
  • S65 Uniform Investment Adviser Law Examination
    2012-02-27
  • S63 Uniform Securities Agent State Law Examination
    1996-01-05
Other Names
  • Tim Halchuck

View on SEC IAPD

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