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KM

Kirsten A. Mcgrath

INSTITUTIONAL CASH DISTRIBUTORS
Reno, NV 89511
Some features on this profile are disabled
CRD#: 3023782
KM

Professional summary

Kirsten Armitage Mcgrath, who also goes by Kirsten Armitage Hoehn, Kristen Armitage Hoehn, Mcgrath Armitage Kirsten Armitage, is a registered financial professional currently at INSTITUTIONAL CASH DISTRIBUTORS, LLC located in Reno, Nevada.

Kirsten is registered as a RR (Registered Representative) and started their career in finance in 2000. Kirsten has worked at 4 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kirsten Armitage Hoehn | Kristen Armitage Hoehn | Mcgrath Armitage Kirsten Armitage

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 Kirsten Armitage Mcgrath'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

May 14, 2018 - Present

INSTITUTIONAL CASH DISTRIBUTORS, LLC

Office #1: 16475 Bordeaux Drive, Reno, NV 89511
BD
CRD#: 149635
Reno, NV
Past

March 27, 2009 - April 18, 2018

JEFFERIES LLC

BD
CRD#: 2347
BOSTON, MA
Past

September 14, 2007 - March 27, 2009

DEPFA FIRST ALBANY SECURITIES, LLC

BD
CRD#: 144232
BOSTON, MA
Past

January 21, 2000 - September 18, 2007

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
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
Massachusetts
(5/14/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 3/22/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 50
Date: 2/3/2017
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
Series 7
Date: 12/11/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INSTITUTIONAL CASH DISTRIBUTORS, LLC
INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635 / SEC#: , 8-68161

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

Main Address
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(646) 430-6030
Established
California since 08/08/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ICD INTERMEDIATE HOLDCO 2 LLCHOLDING COMPANY
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
HAZARD, VICTOR JAMES IVCEO / COO1871503
KAHNEY, DOUGLAS RYANCHIEF COMPLIANCE OFFICER4903813
NEWTON, THOMAS PHILLIPMANAGING DIRECTOR2114728
PITTINSKY, JONATHAN DAVIDCFO/FINOP4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

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

INSTITUTIONAL CASH DISTRIBUTORS, LLC

CRD#: 149635Reno, NV 89511

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