TK
Theodore J. Kellerman
INSPEREX LLC
Delray Beach, FL 33483
Some features on this profile are disabled
CRD#: 2563547
TK
Professional summary
Theodore Joseph Kellerman, who also goes by Ted Kellerman, Theodore J Kellerman, is a registered financial professional currently at INSPEREX LLC located in Delray Beach, Florida.
Theodore is registered as a RR (Registered Representative) and started their career in finance in 1994. Theodore has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Ted Kellerman | Theodore J Kellerman
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.
CRS (Client Relationship Summary) - BD
Click below to view Theodore Joseph Kellerman'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®
NoneExperience
Current
February 8, 2013 - Present
INSPEREX LLC
Office #1: 25 Se 4th Avenue Suite 400, Delray Beach, FL 33483BD
CRD#: 101420
Delray Beach, FL
Past
October 3, 2011 - October 24, 2012
NATIXIS SECURITIES AMERICAS LLC
BD
CRD#: 1101
NEW YORK, NY
Past
June 4, 2010 - October 3, 2011
NATIXIS SECURITIES NORTH AMERICA INC.
BD
CRD#: 28722
NEW YORK, NY
Past
December 24, 2009 - June 17, 2010
BONDS.COM LLC
BD
CRD#: 43875
NEW YORK, NY
Past
May 18, 2004 - December 31, 2008
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
April 16, 2001 - March 1, 2002
MARKET AXESS INC.
BD
CRD#: 104103
NEW YORK, NY
Past
February 1, 2000 - May 14, 2004
MARKETAXESS CORPORATION
BD
CRD#: 44542
NEW YORK, NY
Past
June 7, 1995 - November 8, 1999
BGC FINANCIAL, L.P.
BD
CRD#: 19801
NEW YORK, NY
Past
June 5, 1995 - June 6, 1995
CANTOR FITZGERALD SECURITIES
BD
CRD#: 19660
NEW YORK, NY
Past
November 17, 1994 - June 21, 1995
CANTOR FITZGERALD & CO.
BD
CRD#: 134
NEW YORK, NY
Past
November 14, 1994 - June 6, 1995
MINT BROKERS
BD
CRD#: 13681
NEW YORK, NY
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
Alabama(2/11/2013)
RR
Alaska(2/11/2013)
RR
Arizona(2/11/2013)
RR
Arkansas(2/11/2013)
RR
California(2/8/2013)
RR
Colorado(2/11/2013)
RR
Connecticut(2/11/2013)
RR
Delaware(2/11/2013)
RR
District of Columbia(2/11/2013)
RR
Florida(2/8/2013)
RR
Georgia(2/11/2013)
RR
Hawaii(2/11/2013)
RR
Idaho(2/11/2013)
RR
Illinois(2/8/2013)
RR
Indiana(2/11/2013)
RR
Iowa(2/11/2013)
RR
Kansas(2/11/2013)
RR
Kentucky(2/11/2013)
RR
Louisiana(2/11/2013)
RR
Maine(2/11/2013)
RR
Maryland(2/11/2013)
RR
Massachusetts(2/11/2013)
RR
Michigan(2/11/2013)
RR
Minnesota(2/11/2013)
RR
Mississippi(2/11/2013)
RR
Missouri(2/11/2013)
RR
Montana(2/11/2013)
RR
Nebraska(2/11/2013)
RR
Nevada(2/11/2013)
RR
New Hampshire(2/11/2013)
RR
New Jersey(2/8/2013)
RR
New Mexico(2/11/2013)
RR
New York(2/8/2013)
RR
North Carolina(2/12/2013)
RR
North Dakota(2/11/2013)
RR
Ohio(2/12/2013)
RR
Oklahoma(2/11/2013)
RR
Oregon(2/11/2013)
RR
Pennsylvania(2/11/2013)
RR
Puerto Rico(2/11/2013)
RR
Rhode Island(2/11/2013)
RR
South Carolina(2/11/2013)
RR
South Dakota(2/11/2013)
RR
Tennessee(11/30/2017)
RR
Texas(2/11/2013)
RR
Utah(2/11/2013)
RR
Vermont(2/11/2013)
RR
Virgin Islands(2/11/2013)
RR
Virginia(2/11/2013)
RR
Washington(2/11/2013)
RR
West Virginia(2/11/2013)
RR
Wisconsin(2/11/2013)
RR
Wyoming(2/11/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IL
INSPEREX LLC
INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC
CRD#: 101420 / SEC#: , 8-52081
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
25 Se 4th Avenue Suite 400, Delray Beach, FL 33483
Mailing Address
233 South Wacker Drive Suite 4400, Chicago, IL 60606
Phone number
(312) 379-3700
Established
Delaware since 09/01/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INSPEREX HOLDINGS LLC | MEMBER: VOTING | |
| BUSSCHER, ARNOLD BRADLEY | CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL | 2213934 |
| CARRELS, CHRISTINE ANN | CHIEF MARKETING OFFICER | 6651750 |
| DEEG, ADITI DAVARE | CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP | 4279152 |
| ELLIOTT, LAURA SUE | PRESIDENT | 2125558 |
| MITCHELL, SCOTT ALEXANDER | CHIEF EXECUTIVE OFFICER | 4717597 |
| NICHOLSON, MARSHALL ALLEN | HEAD OF STRATEGIC INITIATIVES | 4585471 |
| PAPAGIANNIS, JAMES JOHN | CHIEF COMPLIANCE OFFICER & AMLCO | 2449960 |
| RHODES, DERYK TREVOR | HEAD OF WEALTH MANAGEMENT SOLUTIONS | 4157411 |
| TOLAR, JOHN M | HEAD OF FIXED INCOME SALES & TRADING | 3075402 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INSPEREX LLC
CRD#: 101420Delray Beach, FL 33483TRUST BUT VERIFY
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