Kyle R. Donnelly
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.
Kyle Richard Donnelly, who also goes by Kyle R. Donnelly, was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2009. Kyle had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 23, 2023 - September 11, 2024
JCC CAPITAL MARKETS, LLC
January 9, 2023 - May 2, 2023
EMERSON EQUITY LLC
March 20, 2014 - January 3, 2023
JCC CAPITAL MARKETS, LLC
September 6, 2012 - December 31, 2013
CABIN SECURITIES, INC.
July 8, 2011 - July 27, 2012
ALLIANCE AFFILIATED EQUITIES CORPORATION
February 17, 2011 - July 20, 2011
HERITAGE FINANCIAL SYSTEMS, LLC
October 1, 2009 - November 12, 2009
EQUITABLE ADVISORS, LLC
September 16, 2009 - November 12, 2009
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
JCC CAPITAL MARKETS, LLC
CRD#: 146776 / SEC#: , 8-67850
Contact information
FINRA licenses (51 States and Territories)
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.
