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Kevin M. Putetti

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CRD#: 2594299
KP

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.

Kevin Michael Putetti was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1995. Kevin had worked at 5 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 4 and Series 24 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

April 2, 2003 - September 30, 2020

DOWLING & PARTNERS SECURITIES LLC

BD
CRD#: 24746
NORWALK, CT
Past

August 15, 2001 - March 13, 2003

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
NEW YORK, NY
Past

February 19, 1998 - August 14, 2001

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

December 23, 1997 - January 14, 1998

DEUTSCHE IXE, LLC

BD
CRD#: 7172
Past

June 20, 1996 - December 19, 1997

NEBRASKA HUDSON COMPANY, INC.

BD
CRD#: 27501
OMAHA, NE
Past

November 16, 1995 - July 18, 1996

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
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
Series 63
Date: 12/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/28/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


D&
DOWLING & PARTNERS SECURITIES LLC
DOWLING & PARTNERS SECURITIES LLC | PAULSEN, DOWLING SECURITIES, INC. | PAULSEN, DOWLING SECURITIES LLC | PAULSEN SECURITIES, INC. | DOWLING HALES, LLC

CRD#: 24746 / SEC#: , 8-35658

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


Main Address
190 Farmington Avenue, Farmington, CT 06032
Mailing Address
190 Farmington Avenue, Farmington, CT 06032
Phone number
(860) 676-8600
Established
Connecticut since 07/01/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 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#
DOWLING CORPORATION100% OWNER
BYRNE, THOMAS ARTHURPRESIDENT/CEO/EXECUTIVE REPRESENTATIVE1334509
DOWLING, VERONICA ALVAREZCHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER5166888
HANLEY, JOSEPH PATRICK JRHEAD TRADER3060247
HILBIE, KRISTA ANNCHIEF COMPLIANCE OFFICER1712680
LENT, BRENNA SULLIVANMEMBER2399560
NIXON, JON ALANFINOP4710715

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


DOWLING & PARTNERS SECURITIES LLC

CRD#: 24746

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