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TK

Timothy J. Kelly

BITOODA TECHNOLOGIES LLC
Greenwich, CT 06830
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CRD#: 2297152
TK

Professional summary


Timothy James Kelly is a registered financial professional 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.

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) - BD


Click below to view Timothy James Kelly's CRS (Customer Relationship Summary).
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

July 2, 2019 - Present

BITOODA TECHNOLOGIES LLC

Office #1: 55 Arch Street, Greenwich, CT 06830
BD
CRD#: 297644
Greenwich, CT
Past

March 14, 2019 - March 4, 2020

ANDES CAPITAL GROUP, LLC

BD
CRD#: 139212
Jersey City, NJ
Past

November 10, 1995 - August 29, 1996

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

February 21, 1995 - August 16, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 7, 1993 - March 29, 1993

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/17/2025)
RR
Colorado
(8/19/2019)
RR
Connecticut
(11/22/2019)
RR
Delaware
(3/19/2020)
RR
District of Columbia
(10/31/2019)
RR
Illinois
(7/7/2020)
RR
Maryland
(8/1/2019)
RR
Massachusetts
(6/23/2020)
RR
Nevada
(1/21/2025)
RR
New Hampshire
(10/18/2019)
RR
New Jersey
(1/17/2025)
RR
New York
(1/30/2020)
RR
Pennsylvania
(8/7/2019)
RR
Texas
(7/10/2020)
RR
Virginia
(1/2/2020)
RR
Washington
(9/17/2019)
RR
Wyoming
(3/17/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 4/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/30/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 2/4/2011
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


BT
BITOODA TECHNOLOGIES LLC
BITOODA TECHNOLOGIES LLC

CRD#: 297644 / SEC#: , 8-70172

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


Main Address
55 Arch Street, Greenwich, CT 06830
Mailing Address
55 Arch Street, Greenwich, CT 06830
Phone number
(646) 484-1073
Established
Delaware since 09/14/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
BITOODA HOLDINGS INCMANAGING MEMBER
KELLY, TIMOTHY JAMESCHIEF EXECUTIVE OFFICER2297152
KRZAK, ALEXANDER JACOBPRINCIPAL OPERATIONS OFFICER6349160
MEGENITY, BRIAN MCDONALDCCO2889637
PARISE, JANICE DRUFINOP, PFO2338583

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


BITOODA TECHNOLOGIES LLC

CRD#: 297644Greenwich, CT 06830

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