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KW

Kayle N. Watson

CLEARINGBID MARKETS
RYE, NY 10850
Some features on this profile are disabled
CRD#: 3108137
KW

Professional summary

Kayle Newkirk Watson, who also goes by Kayle Newirk Watson III, Kayle Newkirk Watson, is a registered financial professional currently at CLEARINGBID MARKETS, INC. located in Rye, New York.

Kayle is registered as a RR (Registered Representative) and started their career in finance in 1998. Kayle has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kayle Newirk Watson Iii | Kayle Newkirk Watson

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 Kayle Newkirk Watson'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

December 7, 2022 - Present

CLEARINGBID MARKETS, INC.

Office #1: 411 Theodore Fremd Ave Suite 206, Rye, NY 10850
BD
CRD#: 269999
RYE, NY
Past

July 21, 2022 - November 14, 2022

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

November 11, 2014 - November 4, 2021

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

September 23, 2011 - November 7, 2014

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

February 8, 2007 - April 24, 2007

PULSE TRADING, INC.

BD
CRD#: 104022
NEW YORK, NY
Past

August 14, 2006 - April 3, 2007

TELSEY HOLDINGS LLC

RIA
CRD#: 140014
NEW YORK, NY
Past

December 6, 2005 - April 21, 2006

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

September 30, 1998 - September 9, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
Connecticut
(12/7/2022)
RR
New York
(12/7/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 9/12/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/14/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CM
CLEARINGBID MARKETS, INC.
CLEARINGBID MARKETS, INC.

CRD#: 269999 / SEC#: , 8-69646

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

Main Address
411 Theodore Fremd Ave Suite 206, Rye, NY 10850
Mailing Address
411 Theodore Fremd Ave Suite 3c, Rye, NY 10580
Phone number
(212) 752-1700
Established
Delaware since 03/20/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CLEARINGBID, INC.OWNER
PELLICANO, CARA ELAINECCO4228678
ROCHE, PASCALFINOP5920968
SCANLON, EDWIN CCCO / CEO1665407

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

CLEARINGBID MARKETS, INC.

CRD#: 269999Rye, NY 10850

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