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KK

Kevin R. Keating

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CRD#: 265827
KK

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 Robert Keating, who also goes by Kevin Keating, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1969. Kevin had worked at 11 firms and has passed the Series 63, Series 5, Series 3, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Keating

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

July 18, 1994 - December 31, 2006

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
VERO BEACH, FL
Past

February 7, 1991 - July 1, 1994

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

November 20, 1990 - February 22, 1991

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

March 9, 1987 - November 15, 1990

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

February 18, 1986 - February 13, 1987

BSI HOLDINGS, INC.

BD
CRD#: 13751
Past

April 12, 1983 - February 6, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 5, 1983 - March 29, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 15, 1974 - September 27, 1976

T.O. RICHARDSON COMPANY, INC.

BD
CRD#: 3513
Past

March 15, 1974 - April 5, 1982

DOUGLAS STEWART INCORPORATED

BD
CRD#: 228
Past

March 19, 1971 - April 6, 1974

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
Past

October 3, 1969 - February 7, 1971

AUERBACH, POLLAK & RICHARDSON, INC.

BD
CRD#: 58

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: 10/3/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 12/17/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 3
Date: 12/17/1982
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 1
Date: 6/3/1966
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 6/21/1973
Registered Principal Examination

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

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


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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