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 John Halchuck

LPL Financial LLCBD affiliatedYoungstown, Ohdual registrantIAPD 2685823

Feed of 09/14/2026

Also filed as Tim Halchuck

At current firm

0 y

since Aug 5, 2026

In the industry

35 y

since May 1, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Aug 5, 2026 · Youngstown, Oh
Newedge Advisors BD affiliated
Nov 1, 2021 to Aug 4, 2026 · Youngstown, Oh
Mid Atlantic Financial Management, Inc. former
Jun 28, 2010 to Nov 1, 2021 · Cortland, Oh
First Allied Advisory Services, Inc. former
Oct 20, 2008 to Jul 22, 2010 · Cortland, Oh
First Allied Advisory Services, Inc. former
Jan 3, 2007 to Jan 4, 2008 · Chesterfield, Mo
Ffp Advisory Services Inc unclassified
Apr 4, 2006 to Jan 3, 2007 · Cortland, Oh
Momentum Independent Network Inc. BD affiliated
Nov 12, 2004 to Apr 3, 2006 · Cortland, Oh

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to LPL Financial LLC
left Aug 4, 2026, registered Aug 5, 2026 (1 days) · Affiliated broker-dealer or bank to another
Mid Atlantic Financial Management, Inc. to Newedge Advisors
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
First Allied Advisory Services, Inc. to Mid Atlantic Financial Management, Inc.
left Jul 22, 2010, registered Jun 28, 2010 (-24 days) · Other
Ffp Advisory Services Inc to First Allied Advisory Services, Inc.
left Jan 3, 2007, registered Jan 3, 2007 (0 days) · corporate re-registration, not a move
Momentum Independent Network Inc. to Ffp Advisory Services Inc
left Apr 3, 2006, registered Apr 4, 2006 (1 days) · Other

Signals

Timothy John Halchuck left Newedge Advisors for Lpl Financial Llc (registered 2026-08-05)
Aug 4, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address