Daniel P. Mckelvey
Professional summary
Daniel Patrick Mckelvey was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Daniel is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Daniel had worked at 6 firms, which includes INTERNET SECURITIES, EPLANNING ADVISORS INC, EPLANNING SECURITIES INC., TRAUTMAN WASSERMAN & COMPANY INC., HOTOVEC POMERANZ & CO. LLC, FORTE CAPITAL PARTNERS LLC.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 24, 2009 - February 23, 2012
INTERNET SECURITIES
September 4, 2009 - February 23, 2012
INTERNET SECURITIES
April 4, 2007 - September 26, 2007
EPLANNING ADVISORS INC
March 15, 2007 - September 26, 2007
EPLANNING SECURITIES, INC.
January 22, 2003 - October 10, 2003
TRAUTMAN WASSERMAN & COMPANY, INC.
April 24, 2002 - February 13, 2003
HOTOVEC, POMERANZ & CO., LLC
February 19, 1999 - March 5, 2009
FORTE CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
INTERNET SECURITIES
CRD#: 102800 / SEC#: , 8-52177
Contact information
Disclosures
| Regulatory Event | 2 |
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