TC
Terry W. Covert
TIMOTHY PARTNERS, LTD.
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 1000023
TC
Professional summary
Terry William Covert is a registered financial professional currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida.
Terry is registered as a RR (Registered Representative) and started their career in finance in 1981. Terry has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Terry William Covert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 19, 1997 - Present
TIMOTHY PARTNERS, LTD.
Office #1: 1055 Maitland Center Commons, Maitland, FL 32751Office #2: 1055 Maitland Center Commons, Maitland, FL 32751RIA
BD
CRD#: 41835
Maitland, FL
Past
February 28, 1995 - December 31, 1996
FPS BROKER SERVICES, INC.
BD
CRD#: 25065
KING OF PRUSSIA, PA
Past
September 17, 1991 - November 15, 1994
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
July 31, 1984 - January 21, 1987
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
Past
July 6, 1981 - August 14, 1984
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TIMOTHY PARTNERS, LTD.
TIMOTHY PARTNERS, LTD.
CRD#: 41835 / SEC#: 801-45766, 8-49589
RIA
Registered Investment Advisory firm - SEC (2/7/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/17/1997)
RR
Alaska(3/18/1997)
RR
Arizona(3/17/1997)
RR
Arkansas(3/10/1997)
RR
California(3/17/1997)
RR
Colorado(3/17/1997)
RR
Connecticut(2/24/1997)
RR
Delaware(4/3/1997)
RR
District of Columbia(3/18/1997)
RR
Florida(2/28/1997)
RR
Georgia(3/27/1997)
RR
Hawaii(4/21/1997)
RR
Idaho(3/21/1997)
RR
Illinois(3/18/1997)
RR
Indiana(4/4/1997)
RR
Iowa(2/26/1997)
RR
Kansas(3/12/1997)
RR
Kentucky(2/6/1997)
RR
Louisiana(3/17/1997)
RR
Maine(3/24/1997)
RR
Maryland(4/1/1997)
RR
Massachusetts(4/3/1997)
RR
Michigan(3/21/1997)
RR
Minnesota(3/20/1997)
RR
Mississippi(3/20/1997)
RR
Missouri(3/7/1997)
RR
Montana(3/17/1997)
RR
Nebraska(4/3/1997)
RR
Nevada(3/21/1997)
RR
New Hampshire(3/20/1997)
RR
New Jersey(3/27/1997)
RR
New Mexico(3/3/1997)
RR
New York(3/28/1997)
RR
North Carolina(3/19/1997)
RR
North Dakota(4/2/1997)
RR
Ohio(2/4/1997)
RR
Oklahoma(2/20/1997)
RR
Oregon(2/25/1997)
RR
Pennsylvania(3/24/1997)
RR
Rhode Island(3/11/1997)
RR
South Carolina(3/26/1997)
RR
South Dakota(4/4/1997)
RR
Tennessee(3/27/1997)
RR
Texas(3/4/1997)
RR
Utah(2/27/1997)
RR
Vermont(2/28/1997)
RR
Virginia(3/17/1997)
RR
Washington(3/6/1997)
RR
West Virginia(3/3/1997)
RR
Wisconsin(2/24/1997)
RR
Wyoming(3/19/1997)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TP
TIMOTHY PARTNERS, LTD.
TIMOTHY PARTNERS, LTD.
CRD#: 41835 / SEC#: 801-45766, 8-49589
RIA
Registered Investment Advisory firm - SEC (2/7/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1055 Maitland Center Commons, Maitland, FL 32751
Mailing Address
1055 Maitland Center Commons, Maitland, FL 32751
Phone number
(407) 644-1986
Established
Florida since 12/06/1993
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
22
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TIMOTHY PARTNERS, LC | LIMITED PARTNER | |
| ALLY, ARTHUR DOUGLAS | PRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER | 855097 |
| ALLY, GREGORY SCOTT | CHIEF FINANCIAL OFFICER | 7235816 |
| COVENANT FUNDS, INC. | CORPORATE MANAGER GENERAL PARTNER | |
| MUMBERT, BRIAN SCOTT | VICE PRESIDENT, REGIONAL SALES EXECUTIVE | 5550269 |
| MUMBERT, CHERYL MARIE | VICE PRESIDENT, CHIEF MARKETING AND DESIGN OFFICER | 2237206 |
| SWEENEY, JESSICA E | CHIEF COMPLIANCE OFFICER | 3220826 |
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 2,627,135,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
