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GK

Gary L. Kedda

PACTOLUS CAPITAL PARTNERS
Vienna, VA 22182
Some features on this profile are disabled
CRD#: 6386124
GK

Professional summary

Gary Lee Kedda is a registered financial professional currently at PACTOLUS CAPITAL PARTNERS located in Vienna, Virginia.

Gary is registered as a RR (Registered Representative) and started their career in finance in 2015. Gary has worked at 2 firms and has passed the Series 66, Series 82TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Gary Lee Kedda'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

October 29, 2021 - Present

PACTOLUS CAPITAL PARTNERS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182
BD
CRD#: 7518
Vienna, VA
Past

September 30, 2015 - August 11, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
RESTON, VA
Past

July 20, 2015 - August 11, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
RESTON, VA

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
IAR
Series 66
Date: 9/29/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 10/29/2021
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 9/17/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PACTOLUS CAPITAL PARTNERS
DFP EQUITIES, INC. | PACTOLUS SECURITIES, LLC | PACTOLUS CAPITAL PARTNERS

CRD#: 7518 / SEC#: , 8-21979

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

Main Address
8614 Westwood Center Drive Suite 620, Vienna, VA 22182
Mailing Address
8614 Westwood Center Drive Suite 620, Vienna, VA 22182
Phone number
(571) 297-6348
Established
Delaware since 07/12/2011
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (14 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#
PACTOLUS HOLDINGS LLCMEMBER
HARTER, ALAN MITCHELLCEO / MANAGING MEMBER2165788
SADZEWICZ, GERY JOSEPHCCO1090963

Disclosures

Regulatory Event2

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

PACTOLUS CAPITAL PARTNERS

CRD#: 7518Vienna, VA 22182

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