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TK

Thomas W. Kelleher

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CRD#: 1182111
TK

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.

Thomas W Kelleher, who also goes by T William Kelleher, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1983. Thomas had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


T William Kelleher

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.
1)PNC Capital Advisors; Investment related, Registered Investment Advisor, Offer Investment management products and services to clients.

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

March 11, 2020 - January 4, 2023

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

February 5, 2016 - December 31, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
CINCINNATI, OH
Past

January 5, 2016 - January 4, 2023

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
Cincinnati, OH
Past

April 2, 2012 - February 4, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CINCINNATI, OH
Past

December 20, 2010 - February 4, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CINCINNATI, OH
Past

June 4, 2004 - December 31, 2008

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

May 7, 2003 - April 12, 2004

L.M. KOHN & COMPANY

RIA
CRD#: 27913
CINCINNATI, OH
Past

May 5, 2003 - April 12, 2004

L.M. KOHN & COMPANY

BD
CRD#: 27913
CINCINNATI, OH
Past

April 19, 2000 - May 7, 2003

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

October 10, 1983 - May 8, 1989

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

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: 7/31/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PNC CAPITAL MARKETS LLC
PNB BROKERAGE SERVICES, INC. | PNC SECURITIES CORP | PNC CAPITAL MARKETS, INC. | PNC CAPITAL MARKETS LLC

CRD#: 15647 / SEC#: , 8-32493

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


Main Address
300 Fifth Avenue 5th Floor, Pittsburgh, PA 15222
Mailing Address
1600 Market Street F2-f070-21-4, Philadelphia, PA 19103
Phone number
(215) 585-1079
Established
Pennsylvania since 12/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# 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#
PNC HOLDING, LLC.PARENT
BEGLEY, TERENCE PATRICKBOARD MEMBER4718949
BERNIER, JAMES STEVENSCHIEF EXECUTIVE OFFICER2849222
CESARIO, CONNIE KOZLOFFBOARD MEMBER4251140
DERESPIRIS, BRIAN GPRESIDENT, COO5399266
MCNELIS, BRIAN PATRICKBOARD MEMBER4886370
MILLER, JOHN RTREASURER AND FINOP6933635
MILLER, JOHN RPRINCIPAL FINANCIAL OFFICER6933635
PULLINS, MATTHEW MICHAELCHIEF FINANCIAL OFFICER4366952
PUMPHREY, MARY PATRICIACHIEF COMPLIANCE OFFICER2513345
PUMPHREY, MARY PATRICIACHIEF RISK OFFICER2513345
THOMAS, MICHAELCHAIRMAN2992653
TOBUN, ABIBOARD MEMBER4878954
WILLIAMS, TROY MATTHEWPRINCIPAL OPERATIONS OFFICER7763919

Disclosures


Regulatory Event10
Arbitration3

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


PNC CAPITAL MARKETS LLC

CRD#: 15647

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