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KJ

Kevin A. Joy

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CRD#: 3107775
KJ

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 Joy was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1998. Kevin had worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 3 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

March 6, 2023 - July 31, 2023

SUPERVISION PARTNERS LLC

BD
CRD#: 300528
NEW YORK, NY
Past

March 30, 2017 - January 30, 2018

WEITZ INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 105088
OMAHA, NE
Past

October 19, 2015 - January 30, 2018

WEITZ SECURITIES, INC.

BD
CRD#: 17673
OMAHA, NE
Past

July 14, 2010 - October 2, 2015

HEARTLAND ADVISORS, INC.

RIA
CRD#: 29433
MILWAUKEE, WI
Past

July 13, 2010 - October 7, 2015

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
MILWAUKEE, WI
Past

May 12, 2010 - June 28, 2010

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
STAMFORD, CT
Past

December 24, 2009 - June 28, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MILWAUKEE, WI
Past

July 24, 2003 - November 19, 2009

GOLDMAN SACHS ASSET MANAGEMENT, L.P.

RIA
CRD#: 107738
NEW YORK, NY
Past

September 1, 2002 - December 31, 2008

GOLDMAN SACHS & CO. LLC

RIA
CRD#: 361
CHICAGO, IL
Past

October 15, 1998 - December 31, 2008

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
CHICAGO, IL

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: 4/19/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SP
SUPERVISION PARTNERS LLC
COMPLIANCE FIRST BROKERAGE, LLC | SUPERVISION PARTNERS LLC | SUPERVISION BROKERAGE LLC

CRD#: 300528 / SEC#: , 8-70315

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


Main Address
641 Lexington Avenue Fl 17, New York, NY 10022
Mailing Address
641 Lexington Avenue Fl 17, New York, NY 10022
Phone number
(212) 257-5790
Established
New York since 11/25/2015
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COMPLIANCE FIRST, LLCMANAGING MEMBER
FLORIO, GREGORY LEECHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER4126029
LEAHY, JAMES MICHAELFINOP5647281

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


SUPERVISION PARTNERS LLC

CRD#: 300528

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