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Thomas Michael Kellerman

Integrity Alliance, LLC.

Smithtown, NY

Urbandale, IA

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Current Employers
Integrity Alliance, Llc.

4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-11
  • NY RA
    APPROVED
    Since 2025-06-11

Branch Locations

50 Karl Ave Suite 202, Smithtown, NY 11787 • United States

4135 Nw Urbandale Dr, Urbandale, IA 50322 • 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
OrganizationCityStateFromTo
Loyola University Maryland Baltimore MD 08/2014 05/2018
Northwestern Mutual Melville NY 06/2016 05/2018
Metro Paving Llc West Babylon NY 04/2015 08/2018
J.P. Morgan Securities Llc New York NY 08/2018 11/2019
Jpmorgan Chase Bank, N.A. New York NY 08/2018 11/2019
Jp Morgan Chase Bank Na Hoboken NJ 11/2019 12/2019
Jp Morgan Securities Llc Hoboken NJ 11/2019 12/2019
Full-Time Education Newark NJ 12/2019 05/2022
Bullard Law Group, Pllc Melville NY 08/2022 12/2022
Stark & Stark, P.C. Hamilton NJ 07/2023 05/2025
Unemployed East Setauket NY 05/2022 08/2022
Unemployed East Setauket NY 12/2022 07/2023
Eghrari Law Firm Smithtown NY 06/2025 Present
Integrity Alliance, Llc Smithtown NY 06/2025 Present
  • 08/2014 → 05/2018
    Loyola University Maryland
    Baltimore, MD
  • 06/2016 → 05/2018
    Northwestern Mutual
    Melville, NY
  • 04/2015 → 08/2018
    Metro Paving Llc
    West Babylon, NY
  • 08/2018 → 11/2019
    J.P. Morgan Securities Llc
    New York, NY
  • 08/2018 → 11/2019
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 11/2019 → 12/2019
    Jp Morgan Chase Bank Na
    Hoboken, NJ
  • 11/2019 → 12/2019
    Jp Morgan Securities Llc
    Hoboken, NJ
  • 12/2019 → 05/2022
    Full-Time Education
    Newark, NJ
  • 08/2022 → 12/2022
    Bullard Law Group, Pllc
    Melville, NY
  • 07/2023 → 05/2025
    Stark & Stark, P.C.
    Hamilton, NJ
  • 05/2022 → 08/2022
    Unemployed
    East Setauket, NY
  • 12/2022 → 07/2023
    Unemployed
    East Setauket, NY
  • 06/2025 → Present
    Eghrari Law Firm
    Smithtown, NY
  • 06/2025 → Present
    Smithtown, NY
Other Businesses

1) Eghrari Wealth Training; Investment Related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; DBA for securities; Trusted Attorney Advisor; 06/09/2025; 40 hours per month; 40 hours during security hours; Review Estate client's wealth and advise. 2) Eghrari Law; not investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Estate planning attorney; Associate Attorney; 06/09/2025; 150 hours per month; 150 hours during security hours; Estate planning attorney developing trusts and medical directives for individuals. 3) American Academy Wealth; not investment related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Member organization for Attorneys; Member; 06/09/2025; 15 hours per month; 15 hours during security hours; attend trainings to enhance securities knowledge.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
S63 Uniform Securities Agent State Law Examination 2018-11-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14
  • S63 Uniform Securities Agent State Law Examination
    2018-11-16
Other Names
  • Thomas M Kellerman
  • Thomas Kellerman

View on SEC IAPD

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