Daniel Michael Kelly

Current Employers

Navesink Advisors Llc

Lincroft, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2006-11-17

NJ RA
APPROVED

Since 2006-11-17

Branch Locations

Lincroft, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Navesink Advisors Llc	Navesink	NJ	05/2002	Present
Viewtrade Securities, Inc.	Boca Raton	FL	07/2017	Present

05/2002 → Present

Navesink Advisors Llc

Navesink, NJ
07/2017 → Present

Viewtrade Securities, Inc.

Boca Raton, FL

Previous Registrations

2011-06-14 → 2011-10-18

Proponent Asset Advisors, Llc

Shrewsbury, NJ
2009-10-27 → 2010-04-16

Fintegra, Llc

Minneapolis, MN

Shrewsbury, NJ

Shrewsbury, NJ
2009-03-09 → 2009-08-31

Concord Equity Group Advisors, Llc

Matawan, NJ
2007-05-04 → 2009-03-06

Concord Equity Group Advisors, Llc

Matawan, NJ
2005-11-28 → 2006-10-23

The Concord Equity Group, Llc

Iselin, NJ
2004-01-02 → 2005-12-02

Cincinnati Analysts, Inc.

Tinton Falls, NJ

Other Businesses

NAVESINK ADVISORS LLC 457 SYCAMORE AVENUE SHREWSBURY, NJ 07702 INVESTMENT ADVISORY MANAGING PARTNER START DATE: 03/2002 HOURS PER MONTH DEVOTED TO BUSINESS: 20 HOURS PER MONTH DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS: 10 TITLE: MANAGING PARTNER - CLIENT RELATIONS ADVISOR REFERRING BUSINESS TO THIRD PARTY ADVISORS. REALTY DATA SYSTEMS, LLC - NON INVESTMENT RELATED TITLE:OPERATIONS 60 HRS MO REVIEW PROPERTY INSPECTIONS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-05-07
S63	Uniform Securities Agent State Law Examination	1990-07-09

S65 Uniform Investment Adviser Law Examination

2002-05-07
S63 Uniform Securities Agent State Law Examination

1990-07-09

Other Names

Dan Kelly

View on SEC IAPD