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KK

Keith R. Knox

WALL STREET ACCESS
New York, NY 10005
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CRD#: 1159465
KK

Professional summary


Keith Robert Knox is a registered financial professional currently at WALL STREET ACCESS located in New York, New York.

Keith is registered as a RR (Registered Representative) and started their career in finance in 1983. Keith has worked at 9 firms and has passed the Series 66, Series 79TO, Series 99TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

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.
KNOX FAMILY VENTURES INC. POSITION: PRESIDENT NATURE: Not INVESTMENT RELATED: START DATE: 03/10/1997 ADDRESS: Hawthorne, NY PRESIDENT; FAMILY CORP; RESPONSIBLE FOR EXECUTIVE DECISIONS FOR THE COMPANY. MAY ENGAGE IN Wholesale and retail gem and jewelry sales. 2 HR MONTH OUTSIDE OF NORMAL BUSINESS HOURS.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Keith Robert Knox'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

June 20, 2012 - Present

WALL STREET ACCESS

Office #1: 100 Wall Street, Suite 804, New York, NY 10005
BD
CRD#: 10012
New York, NY
Past

January 17, 2013 - August 23, 2022

KELLEHER FINANCIAL ADVISORS, LLC

RIA
CRD#: 126021
NEW YORK, NY
Past

January 18, 2012 - July 2, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
SCARSDALE, NY
Past

January 18, 2012 - July 2, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SCARSDALE, NY
Past

January 17, 2012 - July 2, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
SCARSDALE, NY
Past

November 15, 2011 - January 6, 2012

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
RED BANK, NJ
Past

May 16, 2011 - November 14, 2011

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
ARMONK, NY
Past

January 7, 2003 - May 3, 2011

HUDSON SECURITIES,INC.

BD
CRD#: 10467
JERSEY CITY, NJ
Past

March 21, 1985 - March 17, 2003

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

July 20, 1983 - March 14, 1985

EMPIRE NATIONAL SECURITIES, INCORPORATED

BD
CRD#: 7361

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/10/2012)
RR
New York
(6/20/2012)
RR
Virginia
(9/10/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/12/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


WS
WALL STREET ACCESS
WALL STREET ACCESS | WALL STREET INVESTOR SERVICES | WALL STREET CLEARING COMPANY

CRD#: 10012 / SEC#: , 8-25936

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


Main Address
100 Wall Street, Suite 804, New York, NY 10005
Mailing Address
100 Wall Street, Suite 804, New York, NY 10005
Phone number
(212) 709-9400
Established
New York since 02/01/1981
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
DPK SECURITIES, LLC98% OWNER/GENERAL PARTNER
DENIS P. KELLEHER, LLC2% OWNER/GENERAL PARTNER
GOETCHIUS, ARTHUR LEROYCHIEF EXECUTIVE OFFICER1374251
KELLEHER, SEAN MICHAELPRESIDENT1726997
LAVIN, WILLIAM KANE JREXECUTIVE MANAGING DIRECTOR / ROSFP2703117
MITCHELL, JOHN LOUISCHIEF FINANCIAL OFFICER / FINOP2193524
O'CONNELL, JOHN PATRICKASSISTANT CONTROLLER4698479
VISCOVICH, GREGORY DOMINICCHIEF COMPLIANCE OFFICER2621348

Disclosures


Regulatory Event19
Arbitration15

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


WALL STREET ACCESS

CRD#: 10012New York, NY 10005

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