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Christopher Robert Keeney

The Retirement Smith LLC

Fredericksburg, VA

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Current Employers
The Retirement Smith Llc

541 William St. Suite B, Fredericksburg, VA 22401 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-22
  • VA RA
    APPROVED
    Since 2023-06-22

Branch Locations

541 William St. Suite B, Fredericksburg, VA 22401 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saybrus Partners Hartford CT 10/2015 10/2019
Saybrus Equity Services, Llc Boca Raton FL 11/2015 10/2019
Wyatt Investment Research Richmond VA 10/2020 04/2023
The Retirement Smith Llc Fredericksburg VA 06/2023 Present
Boynton Beach Realty Boynton Beach FL 10/2019 10/2020
  • 10/2015 → 10/2019
    Saybrus Partners
    Hartford, CT
  • 11/2015 → 10/2019
    Saybrus Equity Services, Llc
    Boca Raton, FL
  • 10/2020 → 04/2023
    Wyatt Investment Research
    Richmond, VA
  • 06/2023 → Present
    Fredericksburg, VA
  • 10/2019 → 10/2020
    Boynton Beach Realty
    Boynton Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2013-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-08-28
Other Names
  • Chris Keeney

View on SEC IAPD

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