Timothy James Kelly
Professional Summary
Timothy James Kelly is a registered financial advisor currently at BITOODA TECHNOLOGIES LLC located in Greenwich, Connecticut. Timothy is registered as a RR (Registered Representative) and started their career in finance in 1993. Timothy has worked at 5 firms and has passed the Series 63, Series 79TO, Series 7, SIE, Series 3, Series 6, Series 4, Series 24 and Series 30 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
BITOODA TECHNOLOGIES LLC
Contact Information
Main Address
55 Arch Street, Greenwich, CT 06830Mailing Address
55 Arch Street, Greenwich, CT 06830Phone Number
(646) 484-1073Established
Delaware since 09/14/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (18 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/17/2025)
(8/19/2019)
(11/22/2019)
(3/19/2020)
(10/31/2019)
(12/1/2025)
(7/7/2020)
(8/1/2019)
(6/23/2020)
(1/21/2025)
(10/18/2019)
(1/17/2025)
(1/30/2020)
(8/7/2019)
(7/10/2020)
(1/2/2020)
(9/17/2019)
(3/17/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2021About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1993About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Timothy James Kelly's CRS (Customer Relationship Summary).
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