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TD

Timothy B. Driscoll

Some features on this profile are disabled
CRD#: 2201260
TD

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 Barry Driscoll was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1992. Timothy had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 55 and Series 7 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.
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

March 2, 2016 - February 1, 2019

OAKPOINT SOLUTIONS, LLC

BD
CRD#: 171775
Winchester, MA
Past

August 11, 2014 - March 11, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BOSTON, MA
Past

August 11, 2014 - March 11, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOSTON, MA
Past

October 14, 2010 - September 5, 2014

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
BOSTON, MA
Past

June 18, 2010 - September 5, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
BOSTON, MA
Past

June 17, 2008 - June 21, 2010

AGECROFT PARTNERS, LLC

BD
CRD#: 139227
RICHMOND, VA
Past

July 18, 2007 - January 31, 2008

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
BOSTON, MA
Past

January 30, 2006 - March 22, 2007

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
BOSTON, MA
Past

December 5, 2005 - January 13, 2006

W.R. HAMBRECHT + CO., LLC

BD
CRD#: 45040
NEW YORK, NY
Past

August 1, 2002 - April 27, 2005

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

March 1, 2002 - April 16, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

June 5, 2001 - March 1, 2002

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

October 27, 1998 - June 12, 2001

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 4, 1992 - June 3, 1996

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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
IAR
Series 66
Date: 10/13/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/11/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 5/31/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/26/1998
General Securities Representative Examination

Current Firm

OS
OAKPOINT SOLUTIONS, LLC
OAKPOINT SOLUTIONS, LLC

CRD#: 171775 / SEC#: , 8-69477

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

Main Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Mailing Address
100 South Ashley Drive Suite 1130, Tampa, FL 33602
Phone number
(212) 588-6440
Established
Florida since 01/13/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 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#
CKT LLCMANAGING MEMBER
COUGHLIN, GERARD JAMESCEO1792909
DRUTAU, MAYA ARTEMOVNAPRINCIPAL FINANCIAL OFFICER4580500
DRUTAU, MAYA ARTEMOVNAFINOP4580500
MILLER, DANIEL WILLIAMCHIEF COMPLIANCE OFFICER5790837

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

OAKPOINT SOLUTIONS, LLC

CRD#: 171775

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