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Andrew J. Nelligan

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CRD#: 5937863
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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.

Andrew Joseph Nelligan, who also goes by Andrew Joseph Nelligan Mr., Andrew Nelligan, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2011. Andrew had worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Joseph Nelligan Mr. | Andrew Nelligan

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 17, 2013 - April 27, 2015

RIVER BRANCH CAPITAL LLC

BD
CRD#: 153272
CHICAGO, IL
Past

August 18, 2011 - July 30, 2013

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/21/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RB
RIVER BRANCH CAPITAL LLC
RIVER BRANCH CAPITAL LLC

CRD#: 153272 / SEC#: , 8-68515

BD
Terminated by SEC on 11/28/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/03/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RIVER BRANCH HOLDINGS LLCMEMBER
KENT, STEVEN PETERPRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE REPRESENTATIVE AND AML COMPLIANCE OFFICER1108322
OLSON, DAVID DOUGLASCHIEF EXECUTIVE OFFICER1536589
WILSON, MICHAEL JOHNCHIEF FINANCIAL OFFICER & FINOP5941954

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


RIVER BRANCH CAPITAL LLC

CRD#: 153272

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