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Tony D. Limbaugh

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CRD#: 1209923
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tony Denzel Limbaugh JR, who also goes by Tony D Limbaugh Jr, Tony Denzel Limbaugh Jr, Tony Denzel Limbaugh, Tony Limbaugh, was a registered financial professional .

Tony is a previously registered financial professional and started their career in finance in 1983. Tony had worked at 19 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony D Limbaugh Jr | Tony Denzel Limbaugh Jr | Tony Denzel Limbaugh | Tony Limbaugh

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 28, 2020 - June 15, 2020

HOLLOWAY INVESTMENT ADVISORS, INC.

RIA
CRD#: 118223
PORTLAND, OR
Past

April 13, 2018 - September 11, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
RENTON, WA
Past

February 26, 2018 - September 11, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
RENTON, WA
Past

February 26, 2018 - September 11, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
RENTON, WA
Past

January 30, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

April 21, 2016 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
RENTON, WA
Past

September 16, 2014 - March 11, 2016

ELITE WEALTH MANAGEMENT, INC.

RIA
CRD#: 132122
KIRKLAND, WA
Past

September 16, 2010 - January 27, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, WA
Past

September 14, 2010 - January 27, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
BELLEVUE, WA
Past

September 14, 2010 - January 27, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BELLEVUE, WA
Past

February 17, 2009 - June 10, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
TUALATIN, OR
Past

June 7, 2007 - January 5, 2009

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
BEAVERTON, OR
Past

June 7, 2007 - January 5, 2009

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
BEAVERTON, OR
Past

October 9, 2003 - June 7, 2007

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

April 23, 2003 - October 2, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PORTLAND, OR
Past

June 1, 2001 - October 2, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 18, 2000 - May 11, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

January 29, 1997 - December 8, 1998

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

September 5, 1996 - October 18, 1996

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

February 26, 1996 - June 28, 1996

FIRST INTERSTATE INVESTMENTS,INC.

BD
CRD#: 17101
Past

November 13, 1991 - February 1, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

February 19, 1988 - February 10, 1989

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
Past

April 10, 1987 - August 7, 1990

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

November 20, 1984 - March 27, 1987

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

November 14, 1983 - February 5, 1985

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2018
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/5/2002
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HI
HOLLOWAY INVESTMENT ADVISORS, INC.
HOLLOWAY INVESTMENT ADVISORS, INC.

CRD#: 118223 / SEC#: 801-64483

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Contact information


Main Address
8625 Sw Cascade Ave Suite 200, Beaverton, OR 97008-7131
Mailing Address
Phone number
(503) 341-7969
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts124
AUM (Assets Under Management)$ 60,162,593

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.

Company Information


HOLLOWAY INVESTMENT ADVISORS, INC.

CRD#: 118223

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