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TR

Timothy A. Rezvan

KEYBANC CAPITAL MARKETS
New York, NY 10019
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CRD#: 2926883
TR

Professional summary


Timothy A Rezvan, who also goes by Timothy Rezvan, is a registered financial professional currently at KEYBANC CAPITAL MARKETS INC. located in New York, New York.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 1998. Timothy has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Rezvan

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) - BD


Click below to view Timothy A Rezvan's CRS (Customer Relationship Summary).

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


Current

August 10, 2022 - Present

KEYBANC CAPITAL MARKETS INC.

Office #1: 1301 Avenue Of Americas Suite 3700, New York, NY 10019
BD
CRD#: 566
New York, NY
Past

August 1, 2018 - February 18, 2020

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
NEW YORK, NY
Past

July 19, 2018 - February 18, 2020

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

July 25, 2016 - March 28, 2018

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

April 20, 2015 - July 5, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
New York, NY
Past

October 19, 2010 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
NEW YORK, NY
Past

July 13, 2009 - October 18, 2010

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

February 26, 2003 - September 22, 2003

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

October 21, 1998 - March 18, 2003

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(8/10/2022)
RR
New York
(8/23/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/22/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


KC
KEYBANC CAPITAL MARKETS INC.
GRADISON ASSET MANAGEMENT | MCDONALD INVESTMENTS INC. | MCDONALD & COMPANY SECURITIES, INC. | MCDONALD & COMPANY | KEYBANC CAPITAL MARKETS INC.

CRD#: 566 / SEC#: , 8-30177

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


Main Address
127 Public Square, Cleveland, OH 44114
Mailing Address
127 Public Square, Cleveland, OH 44114
Phone number
(216) 689-0803
Established
Ohio since 05/18/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
KEYCORPSOLE SHAREHOLDER
GILBERT, STACY LEEDIRECTOR5316644
HAYDEN, WILLIAM PATRICKCHIEF COMPLIANCE OFFICER4136632
JANOFSKY, PAULA MARIECHIEF OPERATIONS OFFICER, DIRECTOR2882776
KOVACHICK, MARK ALLANDIRECTOR, CFO5390571
PAINE, ANDREW JACKSON IIIMANAGING DIRECTOR, DIRECTOR, HEAD OF CORPORATE AND INVESTMENT BANKING2450522
PREISER, DOUGLAS WILLIAMCHIEF EXECUTIVE OFFICER, DIRECTOR1690776
SKARDA, JOSEPH BRIELDIRECTOR4288186

Disclosures


Regulatory Event40
Arbitration15
Bond1

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


KEYBANC CAPITAL MARKETS INC.

CRD#: 566New York, NY 10019

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