Patrick Francis Kealey Jr.
Professional Summary
Patrick Francis Kealey JR. is a registered financial advisor currently at ASSETPOINT FINANCIAL, LLC located in Arlington, Virginia. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2011. Patrick has worked at 2 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
ASSETPOINT FINANCIAL, LLC
Contact Information
Main Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810Mailing Address
1300 North 17th Street Suite 1800, Arlington, VA 22209-3810Phone Number
(703) 292-3400Established
Delaware since 07/16/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTRAFI LLC (F/K/A INTRAFI NETWORK LLC) | MEMBER | — |
| BERGIN, WILLIAM THOMAS | CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER & EXECUTIVE REPRESENTATIVE | 3056261 |
| KINNER, STEPHEN JOHN | CHIEF EXECUTIVE OFFICER | 2542667 |
| PARISE, JANICE DRU | FINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2338583 |
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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.
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State Registrations and Notice Filings
(12/7/2018)
(3/8/2017)
(12/7/2018)
(3/8/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2011About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Francis Kealey JR.'s CRS (Customer Relationship Summary).
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