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KB

Kevin J. Bodnar

WITHUM CAPITAL
Whippany, NJ 07981
Some features on this profile are disabled
CRD#: 4359960
KB

Professional summary


Kevin J Bodnar, who also goes by Kevin J Bodnar Mr., is a registered financial professional currently at WITHUM CAPITAL, LLC located in Whippany, New Jersey.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 5 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin J Bodnar Mr.

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 Kevin J Bodnar'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

July 5, 2023 - Present

WITHUM CAPITAL, LLC

Office #1: 200 Jefferson Park Suite 400,, Whippany, NJ 07981Office #2: 200 Jefferson Park, Suite 400, Whippany, NJ 07981
BD
CRD#: 323214
Whippany, NJ
Past

May 1, 2020 - May 18, 2022

PGB SECURITIES LLC

BD
CRD#: 301472
Bedminster, NJ
Past

November 15, 2007 - March 6, 2018

CORPORATE FUEL SECURITIES LLC

BD
CRD#: 139124
NEW YORK, NY
Past

July 11, 2003 - June 29, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
MOUNTAIN LAKES, NJ
Past

May 1, 2001 - August 9, 2001

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX

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
Illinois
(9/13/2024)
RR
New Jersey
(7/14/2023)
RR
New York
(2/13/2024)
RR
Pennsylvania
(2/15/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WITHUM CAPITAL, LLC
WITHUM CAPITAL, LLC

CRD#: 323214 / SEC#: , 8-71044

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


Main Address
200 Jefferson Park, Suite 400, Whippany, NJ 07981
Mailing Address
200 Jefferson Park, Suite 400, Whippany, NJ 07981
Phone number
(973) 650-6664
Established
Delaware since 06/28/2022
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
WITHUMSMITH+BROWN, PCMEMBER
BODNAR, KEVIN JMANAGER; EXECUTIVE REP.; CCO4359960
STEWART, SCOTT ALEXANDERFINOP, POO & PFO6977422

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


WITHUM CAPITAL, LLC

CRD#: 323214Whippany, NJ 07981

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