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CD

Christopher D. Driscoll

PRE-IPO STREET
SMITHTOWN, NY 11787
Some features on this profile are disabled
CRD#: 4716573
CD

Professional summary


Christopher D Driscoll, who also goes by Christopher Driscoll, is a registered financial professional currently at PRE-IPO STREET INC. located in Smithtown, New York and KW SECURITIES CORPORATION located in Smithtown, New York.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2003. Christopher has worked at 28 firms and has passed the Series 63, Series 66, Series 82TO, Series 99TO, Series 52TO, SIE, Series 79, Series 7, Series 34, Series 3, Series 14, Series 27, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Driscoll

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 Christopher D Driscoll's CRS (Customer Relationship Summary).
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

January 20, 2022 - Present

PRE-IPO STREET INC.

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787Office #2: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 173426
SMITHTOWN, NY
Current

April 2, 2024 - Present

KW SECURITIES CORPORATION

Office #1: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787Office #2: 732 Smithtown Bypass Suite 203, Smithtown, NY 11787
BD
CRD#: 8237
SMITHTOWN, NY
Current

May 22, 2025 - Present

UTILITY CAPITAL PARTNERS, LLC

Office #1: 732 Smithtown Bypass, Suite 203, Smithtown, NY 11787
BD
CRD#: 312158
Smithtown, NY
Past

April 9, 2025 - July 18, 2025

KLEON FINANCIAL, LLC

BD
CRD#: 121537
NEW YORK, NY
Past

October 1, 2024 - May 30, 2025

SECURITIES CLUB BROKER-DEALER, LLC

BD
CRD#: 284893
Smithtown, NY
Past

February 23, 2023 - June 2, 2023

DYNAMIC CAPITAL INVESTMENTS, LLC

BD
CRD#: 290955
PHOENIX, AZ
Past

May 10, 2022 - November 15, 2023

VELERITY GROUP, INC.

BD
CRD#: 42869
GREAT FALLS, VA
Past

January 18, 2022 - December 13, 2023

CBIZ FINANCIAL SOLUTIONS, INC.

BD
CRD#: 16678
CLEVELAND, OH
Past

December 23, 2020 - November 13, 2024

AET INVESTMENT SERVICES, LLC

BD
CRD#: 40878
SPOKANE, WA
Past

January 2, 2020 - November 30, 2020

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

BD
CRD#: 32338
HAGATNA,
Past

November 16, 2018 - January 23, 2019

CBC SECURITIES, INC.

BD
CRD#: 46153
NEWTON, MA
Past

July 18, 2018 - August 25, 2018

AGA SECURITIES, LLC

BD
CRD#: 122781
BAINBRIDGE ISLAND, WA
Past

December 15, 2015 - December 21, 2015

SW FINANCIAL

BD
CRD#: 145012
FARMINGDALE, NY
Past

February 18, 2014 - June 25, 2015

ELARA SECURITIES, INC.

BD
CRD#: 151232
NEW YORK, NY
Past

January 15, 2014 - May 7, 2020

TONTINE INVESTMENT GROUP, LLC

BD
CRD#: 155457
SELDEN, NY
Past

September 16, 2011 - December 4, 2013

MM GLOBAL SECURITIES, INC.

BD
CRD#: 2509
NEW YORK, NY
Past

December 16, 2010 - October 6, 2011

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
WESTBURY, NY
Past

February 11, 2010 - June 2, 2010

WALLSTREET*E FINANCIAL SERVICES, INC.

BD
CRD#: 43896
CORAL GABLES, FL
Past

December 9, 2009 - January 12, 2010

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
WOODBURY, NY
Past

May 26, 2006 - April 17, 2007

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
HAUPPAUGE, NY
Past

April 3, 2006 - June 5, 2006

AMERICAN CAPITAL PARTNERS, LLC

BD
CRD#: 119249
HAUPPAUGE, NY
Past

January 3, 2006 - January 27, 2006

ADVANCED PLANNING SECURITIES, INC.

BD
CRD#: 14382
SMITHTOWN, NY
Past

June 14, 2005 - January 25, 2006

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
MELVILLE, NY
Past

May 24, 2005 - June 2, 2005

GRANITE ASSOCIATES, INC

BD
CRD#: 46682
DELRAY BEACH, FL
Past

May 10, 2005 - June 23, 2005

BENSON YORK GROUP, INC.

BD
CRD#: 40231
MELVILLE, NY
Past

March 2, 2005 - May 27, 2005

BROOKVILLE CAPITAL PARTNERS

BD
CRD#: 102380
MELVILLE, NY
Past

February 7, 2005 - February 24, 2005

ANDREW GARRETT INC.

BD
CRD#: 29931
NEW YORK, NY
Past

August 5, 2004 - March 4, 2005

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

November 12, 2003 - August 18, 2004

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
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
New Jersey
(1/17/2025)
RR
New York
(11/19/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/16/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 34
Date: 2/6/2009
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


UC
UTILITY CAPITAL PARTNERS, LLC
EXCELERATION CAPITAL LLC | UTILITY CAPITAL PARTNERS, LLC

CRD#: 312158 / SEC#: , 8-70639

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


Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Phone number
(631) 595-5309
Established
Colorado since 03/06/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 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#
UTILITY CAPITAL HOLDINGS, LLCPARENT COMPANY AND DIRECT OWNER OF THE APPLICANT
PEREYRA, ALVARO LUISCHIEF EXECUTIVE OFFICER5578565
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER, EXECUTIVE REP. & AMLCO1170097

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


UTILITY CAPITAL PARTNERS, LLC

CRD#: 312158Smithtown, NY 11787

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