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JK

Jodi K. Kempf

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CRD#: 1246462
JK

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.

Jodi Kay Kempf, who also goes by Jodi Kay Bye, Jody Kay Kempf, was a registered financial professional .

Jodi is a previously registered financial professional and started their career in finance in 1984. Jodi had worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jodi Kay Bye | Jody Kay Kempf

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

June 22, 2011 - June 9, 2015

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
WOODBURY, MN
Past

December 1, 2006 - May 26, 2009

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
WOODBURY, MN
Past

January 14, 2003 - December 18, 2004

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
WAYNE, PA
Past

July 27, 1984 - November 11, 2002

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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: 2/10/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HF
HARTFORD FUNDS DISTRIBUTORS, LLC
HARTFORD FUNDS DISTRIBUTORS, LLC | HARTFORD INVESTMENT FINANCIAL SERVICES, LLC | HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

CRD#: 45995 / SEC#: 801-53584, 8-51290

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


Main Address
690 Lee Road, Wayne, PA 19087
Mailing Address
690 Lee Road, Wayne, PA 19087
Phone number
(610) 386-4088
Established
Delaware since 10/01/2001
Firm type
Limited Liability Company
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


Latest Form ADV

Part 2 Brochures

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC ADV PART 2A (3/30/2012)

Direct owners and executive officers


NamePositionCRD#
HARTFORD FUNDS MANAGEMENT GROUP, INCOWNER OF HARTFORD FUNDS DISTRIBUTORS, LLC
DIVALERIO, ANDREWFINOP, CONTROLLER, VICE PRESIDENT7634048
FROST, GREGORY A.CHAIRMAN OF THE BOARD, SR. MANAGING DIRECTOR2864924
FURLONG, AMY NICOLECHIEF FINANCIAL OFFICER, BOARD MANAGER, EXECUTIVE VICE PRESIDENT4835814
GARGER, WALTER FRANCISGENERAL COUNSEL AND MANAGING DIRECTOR4753411
JEFFERSON, KERAYA SHERIECHIEF COMPLIANCE OFFICER, VICE PRESIDENT5046523
JORENS, KATHLEEN ETREASURER, SENIOR VICE PRESIDENT6145607
MACKAY, JONATHAN ROBERTCHIEF EXECUTIVE OFFICER, PRESIDENT3136624
MELCHER, JOSEPH GARYAML OFFICER, EXECUTIVE VICE PRESIDENT3152206
SWANSON, MARTIN ALLENCHIEF MARKETING OFFICER, VICE PRESIDENT1414020

Disclosures


Regulatory Event3
Arbitration1

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


HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

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