AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AA

Arthur Douglas Ally

TIMOTHY PARTNERS, LTD.
MAITLAND, FL
·CRD# 855097·48 years experience

Professional Summary

Arthur Douglas Ally is a registered financial advisor currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida. Arthur is registered as a RR (Registered Representative) and started their career in finance in 1978. Arthur has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 15, Series 5, Series 7, Series 53, Series 4, Series 24 and Series 12 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
View profile
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

Years of Experience

48 years in the financial services industry

Current & Past Employments

TIMOTHY PARTNERS, LTD.·CRD# 41835
RIA
BD
1. 1055 Maitland Center Commons, Maitland, FL 327512. 1055 Maitland Center Commons, Maitland, FL 32751
February 19, 1997 - Present
FPS BROKER SERVICES, INC.·CRD# 25065
BD
King Of Prussia, PA
March 9, 1994 - April 11, 1997
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
November 26, 1990 - December 31, 1993
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
June 8, 1983 - December 13, 1990
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
July 24, 1978 - July 7, 1983

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

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)

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

24

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
TIMOTHY PARTNERS, LCLIMITED PARTNER—
COVENANT FUNDS, INC.CORPORATE MANAGER GENERAL PARTNER—
ALLY, ARTHUR DOUGLASSHAREHOLDER855097
ALLY, GREGORY SCOTTCHIEF FINANCIAL OFFICER7235816
CHAMPION, ERIC SAMUELCHIEF OPERATING OFFICER6764420
MUMBERT, BRIAN SCOTTCHIEF EXECUTIVE OFFICER5550269
MUMBERT, CHERYL MARIECHIEF EXPERIENCE OFFICER2237206
SWEENEY, JESSICA ECHIEF COMPLIANCE OFFICER3220826

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$2,862,241,624

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

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.

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/8/1997)
RR
Alaska
(5/8/1997)
RR
Arizona
(5/6/1997)
RR
Arkansas
(5/8/1997)
RR
California
(5/5/1997)
RR
Colorado
(5/6/1997)
RR
Connecticut
(5/6/1997)
RR
Delaware
(5/6/1997)
RR
District of Columbia
(5/9/1997)
RR
Florida
(4/4/1997)
RR
Georgia
(5/6/1997)
RR
Hawaii
(7/21/1997)
RR
Idaho
(5/8/1997)
RR
Illinois
(3/26/1997)
RR
Indiana
(4/4/1997)
RR
Iowa
(5/6/1997)
RR
Kansas
(6/4/1997)
RR
Kentucky
(5/16/1997)
RR
Louisiana
(5/6/1997)
RR
Maine
(7/7/1997)
RR
Maryland
(5/15/1997)
RR
Massachusetts
(3/25/1997)
RR
Michigan
(5/30/1997)
RR
Minnesota
(5/15/1997)
RR
Mississippi
(5/5/1997)
RR
Missouri
(5/6/1997)
RR
Montana
(5/6/1997)
RR
Nebraska
(5/14/1997)
RR
Nevada
(5/12/1997)
RR
New Hampshire
(4/8/1997)
RR
New Jersey
(5/7/1997)
RR
New Mexico
(5/15/1997)
RR
New York
(7/21/1997)
RR
North Carolina
(5/9/1997)
RR
North Dakota
(5/6/1997)
RR
Ohio
(5/6/1997)
RR
Oklahoma
(5/6/1997)
RR
Oregon
(5/6/1997)
RR
Pennsylvania
(5/7/1997)
RR
Rhode Island
(5/6/1997)
RR
South Carolina
(5/15/1997)
RR
South Dakota
(5/15/1997)
RR
Tennessee
(4/7/1997)
RR
Texas
(5/7/1997)
RR
Utah
(5/9/1997)
RR
Vermont
(5/12/1997)
RR
Virginia
(5/6/1997)
RR
Washington
(5/20/1997)
RR
West Virginia
(5/6/1997)
RR
Wisconsin
(5/6/1997)
RR
Wyoming
(5/8/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1982About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 15 — Foreign Currency Options Examination

Passed Apr 1986

Series 5 — Interest Rate Options Examination

Passed Nov 1982

Series 7 — General Securities Representative Examination

Passed Jul 1978About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Oct 1991About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Dec 1981About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Dec 1981About the Series 24 exam

Series 12 — NYSE Branch Manager Examination

Passed Aug 1981
FINRA
SRO Registrations

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Arthur Douglas Ally's CRS (Customer Relationship Summary).

Similar Advisors

KP
Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#
JP
Jayson Robert Pocius

GREAT POINT CAPITAL LLC

CHICAGO, IL · CRD#
Yasuyuki Goto
Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL · CRD#
Ryan K Taleghani
Ryan K Taleghani

PENINSULA EQUITY CAPITAL

SAN CARLOS, CA · CRD#
AA
Follow Arthur
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required