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Timothy Andrew Looney

Bfin Financial Services, LLC

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About Timothy Andrew Looney

Timothy Looney is a financial advisor who has been in the industry since August 8, 1997. Timothy is currently registered with Bfin Financial Services, LLC and Arens Securities. Timothy also worked with Velocity Clearing, LLC, Momentix Capital, Inc., MINT GLOBAL MARKETS, INC., WESTPORT RESOURCES INVESTMENT SERVICES, INC., STOCK USA INVESTMENTS, UPRR SECURITIES, LLC, MONY SECURITIES CORPORATION, TRUSTED SECURITIES ADVISORS CORP., MATRIX PRIVATE EQUITIES, INC., D.H. BLAIR INVESTMENT BANKING CORP., and YAMAICHI INTERNATIONAL (AMERICA) INC.

Firm Information

Timothy Looney is currently registered with Bfin Financial Services, LLC. Bfin Financial Services, LLC is a Limited Liability Company formed on November 12, 2015. The firm is registered with the SEC and has state registrations in Illinois and New York.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Timothy Looney’s Registration & Firm History

NY

09/06/2023 - Present

Bfin Financial Services, LLC (NEW YORK NY)

NY

12/13/2012 - 01/31/2020

MINT GLOBAL MARKETS, INC. (CARMEL NY)

CT

10/27/2008 - 09/24/2012

WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)

NY

01/03/2007 - 10/20/2008

STOCK USA INVESTMENTS (KATONAH NY)

NY

04/26/2005 - 01/03/2007

UPRR SECURITIES, LLC (NEW YORK NY)

NY

03/27/2000 - 12/06/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

06/13/2000 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

VA

05/17/2001 - 08/15/2001

MATRIX PRIVATE EQUITIES, INC. (RICHMOND VA)

NY

04/30/1998 - 02/10/2000

D.H. BLAIR INVESTMENT BANKING CORP. (NEW YORK NY)

NA

02/05/1998 - 04/06/1998

YAMAICHI INTERNATIONAL (AMERICA) INC.

NY

10/14/1996 - 04/06/1998

YAMAICHI INTERNATIONAL (AMERICA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/25/1999

Series 14 - Compliance Officer Examination

BC

Issued 04/29/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 05/03/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2007

Series 3 - National Commodity Futures Examination

BC

Issued 01/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Timothy Andrew Looney.
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