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TK

Timothy P. Kelley

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CRD#: 1674920
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.

Timothy Phillip Kelley, who also goes by Timothy Philip Kelley, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1987. Timothy had worked at 10 firms and has passed the Series 63, Series 25 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Philip Kelley

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

September 9, 1999 - October 8, 2004

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 9, 1997 - October 16, 1998

ABEL/NOSER CORP.

BD
CRD#: 7537
NEW YORK, NY
Past

June 20, 1996 - November 6, 1996

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

March 4, 1994 - August 15, 1995

MIDWOOD SECURITIES, INC.

BD
CRD#: 21520
NEW YORK, NY
Past

January 17, 1994 - January 26, 1994

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

April 14, 1993 - August 11, 1993

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ
Past

March 5, 1992 - September 9, 1992

FUNDAMENTAL CORPORATE BOND BROKERS

BD
CRD#: 28198
Past

January 20, 1992 - September 9, 1992

FUNDAMENTAL BROKERS

BD
CRD#: 28197
Past

August 28, 1990 - January 16, 1992

INTERCAPITAL GOVERNMENT SECURITIES INC.

BD
CRD#: 19710
NEW YORK, NY
Past

January 30, 1990 - August 2, 1990

FUNDAMENTAL BROKERS

BD
CRD#: 19837
Past

July 25, 1987 - June 19, 1989

INTERCAPITAL GOVERNMENT SECURITIES INC.

BD
CRD#: 19710
NEW YORK, NY

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: 4/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 25
Date: 11/9/1999
NYSE Trading Assistant Examination
General Industry/Product Exam

Current Firm


PE
PRUDENTIAL EQUITY GROUP, LLC
BACHE HALSEY STUART SHIELDS INCORPORATED | WWW.PRUDENTIAL.COM | PRUDENTIAL-BACHE SECURITIES INC. | PRUDENTIAL SECURITIES INCORPORATED | PRUDENTIAL EQUITY GROUP, LLC | PRUDENTIAL EQUITY GROUP, INC.

CRD#: 7471 / SEC#: , 8-27154

BD
Terminated by SEC on 01/18/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/02/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRUDENTIAL SECURITIES GROUP INC.["PSGI"] PARENT OF PRUDENTIAL EQUITY GROUP, LLCSHAREHOLDER DIRECT
BAVARO, MARGUERITE ANNECHIEF OPERATIONS OFFICER722294
DUGAN, MICHAEL JOSEPHCHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER1604211
RICE, JUDY ANNMANAGER67215
SHEA, MICHAEL JOSEPHMANAGER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER1014613
STRANGFELD, JOHN ROBERT JRMANAGER & CHAIRMAN OF THE BOARD1301812

Disclosures


Regulatory Event288
Civil Event1
Arbitration579

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


PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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