Brian C. Mckelvey
Professional summary
Brian Charles Mckelvey is a registered financial professional currently at FDX CAPITAL LLC located in New York, New York.
Brian is registered as a RR (Registered Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 63, Series 82TO, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Charles Mckelvey's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2021 - Present
FDX CAPITAL LLC
Office #1: 515 Madison Avenue 24th Floor, New York, NY, 10022April 5, 2021 - November 3, 2021
WEILD & CO.
June 17, 2020 - December 23, 2020
CUNA BROKERAGE SERVICES, INC.
January 23, 2012 - June 2, 2015
TRANSAMERICA CAPITAL, LLC
October 18, 2007 - December 31, 2008
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/4/2021)
(11/4/2021)
Exams
Series 82TO
Date: 4/22/2021
Limited Representative-Private Securities OfferingsSeries 6TO
Date: 6/17/2020
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FDX CAPITAL LLC
CRD#: 119302 / SEC#: , 8-65170
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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