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TD

Timothy M. Duffany

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CRD#: 4990742
TD

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.

Timothy M Duffany was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2006. Timothy had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

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.

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

April 29, 2016 - December 23, 2017

TDCFO

RIA
CRD#: 283442
FALMOUTH, MA
Past

June 14, 2012 - May 24, 2016

SINGLE POINT PARTNERS

RIA
CRD#: 163793
BOSTON, MA
Past

June 29, 2010 - June 11, 2012

MARINER

RIA
CRD#: 151664
OVERLAND PARK,, KS
Past

November 4, 2008 - June 13, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
BOSTON, MA
Past

May 18, 2007 - November 3, 2008

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
ANDOVER, MA
Past

August 24, 2006 - November 3, 2008

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
ANDOVER, MA

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
IAR
Series 65
Date: 9/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TD
TDCFO
TDCFO | TDCFO LLC

CRD#: 283442 / SEC#:

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Contact information


Main Address
Falmouth, MA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


TDCFO

CRD#: 283442

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