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KM

Keith E. Mitchell

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CRD#: 736878
KM

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.

Keith Eugene Mitchell was a registered financial professional .

Keith is a previously registered financial professional and started their career in finance in 1981. Keith had worked at 10 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 7, Series 22, Series 6 and Series 24 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)


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

June 14, 2010 - March 16, 2017

BURCH & COMPANY, INC

BD
CRD#: 102280
LARKSPUR, CA
Past

January 19, 2004 - October 30, 2009

THE MOORINGS GROUP, LLC

RIA
CRD#: 129403
ATLANTA, GA
Past

September 15, 2000 - May 2, 2003

NATIONAL BANK OF CANADA FINANCIAL INC.

BD
CRD#: 22698
NEW YORK, NY
Past

February 16, 1999 - September 1, 2000

ALLFIRST BROKERAGE CORPORATION

BD
CRD#: 17531
BALTIMORE, MD
Past

April 8, 1997 - December 4, 1997

ALLFIRST BROKERAGE CORPORATION

BD
CRD#: 17531
BALTIMORE, MD
Past

January 8, 1991 - November 18, 1996

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

March 16, 1989 - December 18, 1990

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883
ATLANTA, GA
Past

October 26, 1987 - May 4, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

July 30, 1984 - September 9, 1987

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
Past

July 22, 1983 - May 29, 1984

NUVEEN SECURITIES, LLC

BD
CRD#: 469
Past

September 30, 1981 - August 29, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 6/18/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/16/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

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


Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures


Arbitration1

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


BURCH & COMPANY, INC

CRD#: 102280

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