Daniel T. Kelati
Professional summary
Daniel T Kelati, who also goes by Daniel T Kelati, Daniel Tesfamariam Kelati, Danny Kelati, is a registered financial professional currently at ROBINHOOD SECURITIES, LLC located in Lake Mary, Florida and ROBINHOOD FINANCIAL, LLC located in Lake Mary, Florida.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 9 firms and has passed the Series 3, Series 99TO, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel T Kelati's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2017 - Present
ROBINHOOD SECURITIES, LLC
Office #1: 500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746December 15, 2017 - Present
ROBINHOOD FINANCIAL, LLC
Office #1: 500 Colonial Center Pky Suite 100, Lake Mary, FL 32746April 16, 2025 - Present
TRADE-PMR INC.
Office #1: 500 Colonial Center Parkway Ste 100, Lake Mary, FL 32746April 5, 2016 - December 4, 2017
RIVERSOURCE DISTRIBUTORS, INC.
April 5, 2016 - December 4, 2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
April 5, 2016 - December 4, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
April 5, 2016 - December 4, 2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
October 30, 2009 - August 6, 2014
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
December 13, 2000 - October 26, 2009
WELLS FARGO INVESTMENTS, LLC
April 26, 2000 - December 13, 2000
WELLS FARGO BROKERAGE SERVICES, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/15/2017)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
TRADE-PMR INC.
CRD#: 46350 / SEC#: , 8-51390
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GATOR MERGER SUB II, LLC | SHAREHOLDER | |
| BALDWIN, ROBB WALLER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 1409477 |
| DILBONE, ROBERT POTTER JR | CHIEF REVENUE OFFICER | 5893751 |
| KELATI, DANIEL T | CHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL | 3103432 |
| LEGACY, ELIZABETH | CHIEF COMPLIANCE OFFICER | 4368139 |
| QUIRK, STEVEN MARK | DIRECTOR | 2728768 |
| SUBRAMANIAN, SIVARAMAKRISHNAN | DIRECTOR | 7339479 |
| VICTORIA, RICHARD SCOTT | CHIEF OPERATING OFFICER | 5371275 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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