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KP

Kevin A. Platt

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CRD#: 2878275
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 Anthony Platt was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1999. Kevin had worked at 8 firms and has passed the Series 63, SIE, Series 55 and Series 7 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

July 26, 2016 - March 22, 2018

THE BUCKINGHAM RESEARCH GROUP INCORPORATED

BD
CRD#: 13233
BOSTON, MA
Past

April 20, 2015 - June 30, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
Boston, MA
Past

August 8, 2011 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BOSTON, MA
Past

September 28, 2005 - August 4, 2011

PULSE TRADING, INC.

BD
CRD#: 104022
BOSTON, MA
Past

October 29, 2004 - August 25, 2005

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

September 9, 2002 - November 1, 2004

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

January 24, 2001 - August 19, 2002

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

July 13, 1999 - January 10, 2001

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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: 9/7/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/24/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


TB
THE BUCKINGHAM RESEARCH GROUP INCORPORATED
THE BUCKINGHAM RESEARCH GROUP INCORPORATED

CRD#: 13233 / SEC#: , 8-28508

BD
Terminated by SEC on 06/15/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/19/1982
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KEIDAN, DAVID BERNARDNON-EXECUTIVE CHAIRMAN266250
AMATURO, JOSEPH CIROCEO AND PRESIDENT, DIRECTOR2936222
ATTANASIO, ELIZABETH MARIEFINANCIAL/OPERATIONS PRINCIPAL5325007
GOLDSTEIN, PETER DCHIEF COMPLIANCE OFFICER2898210
GOLDSTEIN, PETER DCHIEF LEGAL OFFICER, DIRECTOR2898210

Disclosures


Regulatory Event5

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


THE BUCKINGHAM RESEARCH GROUP INCORPORATED

CRD#: 13233

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