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RK

Robert E. Keane

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CRD#: 2723321
RK

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.

Robert Edward Keane JR, who also goes by Bobby Keane Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bobby Keane Jr

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

November 2, 2021 - January 2, 2024

WOOD (ARTHUR W.) COMPANY, INC.

BD
CRD#: 3798
BOSTON, MA
Past

March 13, 2017 - March 24, 2020

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

January 9, 2017 - March 24, 2020

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

BD
CRD#: 144464
DENVER, CO
Past

November 13, 2013 - July 6, 2016

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Boston, MA
Past

December 12, 2005 - February 6, 2012

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

September 30, 2005 - November 16, 2005

INSTINET, LLC

BD
CRD#: 42886
NEW YORK, NY
Past

May 5, 2004 - November 16, 2005

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO
Past

August 13, 2001 - April 8, 2004

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

January 4, 2000 - June 29, 2001

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO
Past

May 7, 1996 - November 23, 1999

THOMSON INSTITUTIONAL SERVICES INC.

BD
CRD#: 26653
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: 5/23/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


W(
WOOD (ARTHUR W.) COMPANY, INC.
ARTHUR W. WOOD COMPANY | WOOD (ARTHUR W.) COMPANY, INC. | THE NEW ENGLAND COMPANY | ARTHUR WOOD INVESTMENT ADVISORS | ARTHUR W. WOOD COMPANY, INC.

CRD#: 3798 / SEC#: , 8-3368

BD
Approved by SEC on 01/01/1936
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 09/01/1899
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MCCARTHY, DONALD PHILIPDIRECTOR, PRESIDENT/CEO, CCO858923

Disclosures


Regulatory Event10

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


WOOD (ARTHUR W.) COMPANY, INC.

CRD#: 3798

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