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TF

Timothy Furey

ALTSOURCED SOLUTIONS
LAKEWOOD RANCH, FL 34211
Some features on this profile are disabled
CRD#: 5179512
TF

Professional summary


Timothy Furey, who also goes by Timothy S Furey, Timothy Scott Furey, is a registered financial professional currently at ALTSOURCED SOLUTIONS, LLC located in Lakewood Ranch, Florida.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2007. Timothy has worked at 8 firms and has passed the Series 63, Series 50, Series 52TO, SIE, Series 7, Series 79, Series 54, Series 53 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy S Furey | Timothy Scott Furey

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) - BD


Click below to view Timothy Furey's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 16, 2026 - Present

ALTSOURCED SOLUTIONS, LLC

Office #1: 15033 Serene Shores Loop, Lakewood Ranch, FL 34211
BD
CRD#: 310915
LAKEWOOD RANCH, FL
Past

October 19, 2022 - March 7, 2025

FORIS CAPITAL US LLC

BD
CRD#: 282331
PORTSMOUTH, NH
Past

February 19, 2020 - May 1, 2020

HERITAGE FINANCIAL SYSTEMS, LLC

BD
CRD#: 133019
MALVERN, PA
Past

February 12, 2019 - September 23, 2020

INVESTIFI SECURITIES LLC

BD
CRD#: 289604
ST PETERSBURG, FL
Past

October 25, 2018 - February 18, 2019

INTE SECURITIES LLC

BD
CRD#: 47107
BOCA RATON, FL
Past

March 5, 2018 - November 14, 2018

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
NEW YORK, NY
Past

March 8, 2012 - January 14, 2013

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

May 7, 2007 - August 8, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
Series 63
Date: 11/3/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 52TO
Date: 7/21/2019
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ALTSOURCED SOLUTIONS, LLC
ALTSOURCED SOLUTIONS, LLC

CRD#: 310915 / SEC#: , 8-70621

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Mailing Address
15033 Serene Shores Loop, Lakewood Ranch, FL 34211
Phone number
(917) 723-4540
Established
Florida since 09/16/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PARADIGM ALTERNATIVE INVESTMENTS LLCOWNER
PLOTYCIA, STEVEN WILLIAMFINOP5293014
WILSON, MELISSA PICHLERCEO/CCO4060542

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALTSOURCED SOLUTIONS, LLC

CRD#: 310915Lakewood Ranch, FL 34211

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