DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Timothy Roy Loving
Feed of 09/15/2026
At current firm
3 y
since Oct 3, 2022
In the industry
39 y
since Aug 31, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cg Advisory Services independent RIA currentsince Oct 3, 2022 · Williamston, Mi
- Kure Advisory, LLC independent RIAMay 18, 2021 to Oct 13, 2022 · Galesburg, Il
- Truadvice LLC formerSep 3, 2019 to Jul 15, 2021 · Sarasota, Fl
- Cg Advisory Services independent RIAMay 24, 2012 to Jan 2, 2020 · Williamston, Mi
- Poterack Capital Advisory, Inc. formerDec 23, 2009 to Aug 20, 2012 · Galesburg, Il
- Kalos Management formerDec 19, 2007 to Dec 17, 2009 · Ponte Vedra Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Kure Advisory, LLC to Cg Advisory Servicesleft Oct 13, 2022, registered Oct 3, 2022 (-10 days) · RIA to RIA
- Truadvice LLC to Kure Advisory, LLCleft Jul 15, 2021, registered May 18, 2021 (-58 days) · RIA to RIA
- Cg Advisory Services to Truadvice LLCleft Jan 2, 2020, registered Sep 3, 2019 (-121 days) · RIA to RIA
- Poterack Capital Advisory, Inc. to Cg Advisory Servicesleft Aug 20, 2012, registered May 24, 2012 (-88 days) · Other
- Kalos Management to Poterack Capital Advisory, Inc.left Dec 17, 2009, registered Dec 23, 2009 (6 days) · Other
Signals
- Timothy Roy Loving left Kure Advisory, Llc for Cg Advisory Services (registered 2022-10-03)Oct 13, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address