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MK

Michael P. Keating

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CRD#: 1079349
MK

Professional summary


Michael Patrick Keating SR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Michael had worked at 5 firms, which includes BOLTON GLOBAL CAPITAL, COMMONWEALTH FINANCIAL NETWORK, KAVANAUGH SECURITIES INC., INTEGRATED RESOURCES EQUITY CORPORATION, AMERIPRISE FINANCIAL SERVICES LLC.

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

February 13, 1995 - December 3, 1997

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

July 6, 1992 - February 17, 1995

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

May 12, 1989 - July 6, 1992

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
DALLAS, TX
Past

December 23, 1983 - June 3, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 15, 1983 - November 21, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

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: 2/8/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BG
BOLTON GLOBAL CAPITAL
BOLTON GLOBAL CAPITAL | DELTA EQUITY SERVICES CORPORATION | CLARY FINANCIAL PLANNING SERVICES INC. | CLARY FINANCIAL PLANNING SERVICES

CRD#: 15650 / SEC#: , 8-33222

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


Main Address
579 Main Street, Bolton, MA 01740
Mailing Address
579 Main Street, Bolton, MA 01740
Phone number
(978) 779-5361
Established
Massachusetts since 11/29/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
GRENIER, RAYMOND GERARDCHAIRMAN OF THE BOARD1404159
BEALS, MATTHEW GEORGEPRESIDENT AND CHIEF OPERATING OFFICER5157251
CATALDO, JOHN GENNAROCHIEF ADMINISTRATIVE AND LEGAL OFFICER5707721
MAHLE, DAPHNE JANECHIEF COMPLIANCE OFFICER4367277
PRESKENIS, STEVEN CHRISTOPHERCHIEF EXECUTIVE OFFICER4410822
TARPEY, STEVEN RCHIEF FINANCIAL OFFICER6640625

Disclosures


Regulatory Event11
Arbitration3
Bond4

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


BOLTON GLOBAL CAPITAL

CRD#: 15650

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