Kimberly B. Neely

INX SECURITIES

Holland, PA 18966

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CRD#: 2045019

Professional summary

Kimberly Beth Neely, who also goes by Kimberly Beth Myers, is a registered financial professional currently at INX SECURITIES, LLC located in Holland, Pennsylvania and MC SQUARE CAPITAL, LLC located in Greenwich, Connecticut.

Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1990. Kimberly has worked at 19 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kimberly Beth Myers

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) - BD

Click below to view Kimberly Beth Neely's 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 24, 2013 - Present

INX SECURITIES, LLC

Office #1: 252 Bradley Court, Holland, PA 18966

CRD#: 162182

Holland, PA

Current

April 20, 2016 - Present

MC SQUARE CAPITAL, LLC

Office #1: 71 Arch Street, Greenwich, CT 06830

CRD#: 169545

Greenwich, CT

Current

April 3, 2018 - Present

DALMORE GROUP LLC

CRD#: 136352

MCDONOUGH, GA

Current

November 9, 2019 - Present

RACE ROCK CAPITAL LLC

Office #1: 7 Wainwright Road Unit #99, Winchester, MA 01890Office #2: 7 Wainwright Road Unit #99, Winchester, MA 01890

CRD#: 153363

Winchester, MA

Current

September 1, 2022 - Present

REDTAIL CAPITAL MARKETS, LLC

CRD#: 169781

Bloomfield, MI

Current

August 12, 2024 - Present

KEYSTONE GLOBAL

Office #1: 390 North Broadway 3rd Floor, Jericho, NY 11753

CRD#: 159341

Jericho, NY

Past

April 3, 2018 - September 11, 2023

WEALTH MANAGEMENT RESOURCES, INC.

CRD#: 45452

SMITHFIELD, RI

Past

September 14, 2015 - October 1, 2020

PRE-IPO STREET INC.

CRD#: 173426

SMITHTOWN, NY

Past

September 3, 2014 - August 22, 2019

THIRD SEVEN CAPITAL LLC

CRD#: 160209

GREENWICH, CT

Past

June 18, 2014 - March 12, 2019

JMG SECURITIES, LLC

CRD#: 167172

NEW YORK, NY

Past

March 18, 2014 - January 8, 2016

BRIDGEROCK SECURITIES LLC

CRD#: 168229

LITTLE NECK, NY

Past

June 21, 2013 - January 2, 2015

DAUTRICH, SEILER FINANCIAL SERVICES, INC.

CRD#: 29421

NAZARETH, PA

Past

March 27, 2013 - September 29, 2014

GSF CAPITAL MARKETS, LLC

CRD#: 141097

ANDOVER, MA

Past

October 9, 2012 - December 29, 2019

KEISER ANALYTICS

CRD#: 156379

NEW YORK, NY

Past

September 18, 2012 - November 7, 2013

SYNERGY CAPITAL I, LLC

CRD#: 47965

NEW YORK, NY

Past

November 15, 1993 - June 8, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 16, 1993 - September 15, 1993

BAYBANKS BROKERAGE SERVICES, INC.

CRD#: 17536

Past

May 18, 1992 - March 4, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

September 12, 1990 - March 10, 1992

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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

Series 63

Date: 5/31/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/27/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/17/2012

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

KEYSTONE GLOBAL

KEYSTONE GLOBAL | STAR AMERICA CAPITAL ADVISORS, LLC | KSG ADVISORS, LLC

CRD#: 159341 / SEC#: , 8-68979

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

390 North Broadway 3rd Floor, Jericho, NY 11753

Mailing Address

390 North Broadway 3rd Floor, Jericho, NY 11753

Phone number

(516) 882-1552

Established

New York since 09/23/2011

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
KEYSTONE GLOBAL HOLDINGS, LLC	OWNER
JOHNSTON, MARA JEAN	CEO	6727285
NEELY, KIMBERLY BETH	FINOP	2045019
STANTON, KIMBERLY MARIE	CCO	6574919

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kimberly B. Neely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kimberly Beth Neely's CRS (Customer Relationship Summary).

Certified licenses

Experience

MC SQUARE CAPITAL, LLC

DALMORE GROUP LLC

RACE ROCK CAPITAL LLC

REDTAIL CAPITAL MARKETS, LLC

KEYSTONE GLOBAL

WEALTH MANAGEMENT RESOURCES, INC.

PRE-IPO STREET INC.

THIRD SEVEN CAPITAL LLC

JMG SECURITIES, LLC

BRIDGEROCK SECURITIES LLC

DAUTRICH, SEILER FINANCIAL SERVICES, INC.

GSF CAPITAL MARKETS, LLC

KEISER ANALYTICS

SYNERGY CAPITAL I, LLC

A. G. EDWARDS & SONS, INC.

BAYBANKS BROKERAGE SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 63

Date: 5/31/1990

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/26/1992

Series 6

Date: 4/27/1990

Series 27

Date: 9/17/2012

FINRA

Current Firm

KEYSTONE GLOBAL

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

KEYSTONE GLOBAL

TRUST BUT VERIFY

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