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TIM LOONEY INVESTMENTS, LLC

LONGWOOD, FL · CRD 164413 · IAPD ↗ · timlooney.com · 407-331-6961

$490.3MRegulatory AUM
3Advisory reps
4Employees
2Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TIM LOONEY INVESTMENTS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — TIM LOONEY INVESTMENTS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — TIM LOONEY INVESTMENTS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2025 — TIM LOONEY INVESTMENTS, LLC now reports custody of client assets ($7.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2024 — TIM LOONEY INVESTMENTS, LLC notice-filed in CO, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2024 — TIM LOONEY INVESTMENTS, LLC changed its website from timlooneyinvestments.com to timlooney.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.