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TK

Timothy M. Kelly

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CRD#: 1105037
TK

Professional summary


Timothy Michael Kelly was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Timothy is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Timothy had worked at 3 firms, which includes PROTECTIVE GROUP SECURITIES CORPORATION, WMA SECURITIES INC., PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Kelly

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

May 11, 2000 - April 3, 2001

PROTECTIVE GROUP SECURITIES CORPORATION

BD
CRD#: 6757
MINNEAPOLIS, MN
Past

December 7, 1995 - November 10, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

June 7, 1983 - November 27, 1995

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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: 6/8/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PG
PROTECTIVE GROUP SECURITIES CORPORATION
DEFERRED EQUITIES CORPORATION | PROTECTIVE GROUP SECURITIES CORPORATION

CRD#: 6757 / SEC#: , 8-13260

BD
Terminated by SEC on 05/27/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 05/19/1967
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COCHRANE, RICHARD JAMESCHAIRMAN AND CEO1924141
FLANNIGAN, MICHAEL FREDERICKPRESIDENT AND COO1135700
FITERMAN , ANDREA , HENKLEDIRECT OWNER
FUTURE FIRST FINANCIAL GROUP, INC.CORPORATE OWNER

Disclosures


Regulatory Event10
Civil Event1
Arbitration2

Red Flags


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Company Information


PROTECTIVE GROUP SECURITIES CORPORATION

CRD#: 6757

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