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DM

Daniel P. Mckeown

PTR
Collingswood, NJ 08108
Some features on this profile are disabled
CRD#: 2322659
DM

Professional summary

Daniel Patrick Mckeown, who also goes by Daniel P Mckeown, is a registered financial professional currently at PTR, INC. located in Collingswood, New Jersey.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 1 firm and has passed the Series 45 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel P Mckeown

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 Daniel Patrick Mckeown'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

September 9, 2012 - Present

PTR, INC.

Office #1: 601 Haddon Avenue Suite 108, Collingswood, NJ 08108
BD
CRD#: 31559
Collingswood, NJ
Past

July 12, 2005 - September 11, 2006

PTR, INC.

BD
CRD#: 31559
COLLINGSWOOD, NJ

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

General Industry/Product Exam
RR
Series 45
Date: 2/2/1996
PCX Floor Broker Exam
SRO Registrations
RR
Nasdaq PHLX LLC

Current Firm

PI
PTR, INC.
PTR, INC.

CRD#: 31559 / SEC#: , 8-39854

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

Main Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Mailing Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Phone number
(267) 318-7806
Established
Pennsylvania since 03/31/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
JAMES CROMPTON INCSHAREHOLDER
CROMPTON, JAMES SRCEO, PRESIDENT, SECRETARY, TREASURER, DIRECTOR57381
DEAHL, LIAM FRANKCHIEF COMPLIANCE OFFICER1681047
KRIM, ALAN MITCHELLCFO/FINOP2785337
MCBRIDE, DENNIS PATRICKDIRECTOR, BUSINESS DEVELOPMENT2322657

Disclosures

Regulatory Event28

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

PTR, INC.

CRD#: 31559Collingswood, NJ 08108

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