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Timothy M. Burkly

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CRD#: 5819556
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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.

Timothy Mcdonald Burkly, who also goes by Mac Burkly, Tim Burkly, Timothy Burkly, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2011. Timothy had worked at 3 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mac Burkly | Tim Burkly | Timothy Burkly

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

July 24, 2018 - April 9, 2019

PRIMARY ASSET MANAGEMENT, LLC

RIA
CRD#: 170610
Brooklyn, NY
Past

April 19, 2018 - April 9, 2019

VCS VENTURE SECURITIES

BD
CRD#: 127921
NEW YORK, NY
Past

July 25, 2011 - June 14, 2012

HUNTINGTON SECURITIES, INC.

BD
CRD#: 2261
KANSAS CITY, MO

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: 5/3/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 12/6/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PRIMARY ASSET MANAGEMENT, LLC
PRIMARY ASSET MANAGEMENT, LLC | PRIMARY CAPITAL ASSET MANAGEMENT, LP

CRD#: 170610 / SEC#:

California
Registered Investment Advisory firm - (12/14/2019 Terminated)
New Jersey
Registered Investment Advisory firm - (12/18/2019 Terminated)
New York
Registered Investment Advisory firm - (2/16/2023 Approved)
Texas
Registered Investment Advisory firm - (11/18/2020 Terminated)
Washington
Registered Investment Advisory firm - (12/13/2019 Terminated)
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Contact information


Main Address
29 Broadway Suite 1502, New York, NY 10006
Mailing Address
Phone number
(201) 200-9394
Established
Firm type
Fiscal year end
# of Employees
2

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


PRIMARY ASSET MANAGEMENT, LLC

CRD#: 170610

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