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Kevin Delaney

Kd Wealth Management LLC

Hampton, NH

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Current Employers
Kd Wealth Management Llc

11 Thornton St, Hampton, NH 03842 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-08-15
NH RA APPROVED 2022-04-14
  • LA RA
    APPROVED
    Since 2022-08-15
  • NH RA
    APPROVED
    Since 2022-04-14

Branch Locations

11 Thornton St, Hampton, NH 03842 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 04/2007 09/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2019
Apollo Financial Group, Llc Hudson NH 10/2019 05/2020
Apollo Financial Group Hudson NH 10/2019 05/2020
Fidelity Investments Merrimack NH 04/2007 09/2019
Kd Wealth Management, Llc Manchester NH 04/2020 Present
  • 04/2007 → 09/2019
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 09/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2019 → 05/2020
    Apollo Financial Group, Llc
    Hudson, NH
  • 10/2019 → 05/2020
    Apollo Financial Group
    Hudson, NH
  • 04/2007 → 09/2019
    Fidelity Investments
    Merrimack, NH
  • 04/2020 → Present
    Kd Wealth Management, Llc
    Manchester, NH
Previous Registrations
  • 2020-08-24 → 2021-12-31
    Kd Wealth Management Llc
    Hampton, NH
  • 2019-10-28 → 2020-06-01
    Apollo Financial Group, Llc
    Hudson, NH
  • 2018-07-13 → 2019-09-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2008-02-08 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-18
S63 Uniform Securities Agent State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2008-02-18
  • S63 Uniform Securities Agent State Law Examination
    2007-08-03

View on SEC IAPD

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