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Timothy Frederick Mullin

Keel Point, LLC

Milford, NH

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-24
ME RA APPROVED 2025-10-31
CT RA APPROVED 2025-10-09
NH RA APPROVED 2025-10-08
NY RA APPROVED 2025-10-08
  • MA RA
    APPROVED
    Since 2026-02-24
  • ME RA
    APPROVED
    Since 2025-10-31
  • CT RA
    APPROVED
    Since 2025-10-09
  • NH RA
    APPROVED
    Since 2025-10-08
  • NY RA
    APPROVED
    Since 2025-10-08

Branch Locations

388 Nashua St, Milford, NH 03055 • 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
Fidelity Brokerage Services Llc Merrimack NH 03/2016 03/2020
Not Employed Tyngsboro MA 03/2020 08/2020
Boston University Boston MA 08/2020 08/2021
Wingate Wealth Advisors, Llc Lexington MA 09/2021 06/2025
Nutter Payroll And Tax Services Llc Dracut MA 12/2024 06/2025
Keel Point, Llc Huntsville AL 06/2025 Present
  • 03/2016 → 03/2020
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2020 → 08/2020
    Not Employed
    Tyngsboro, MA
  • 08/2020 → 08/2021
    Boston University
    Boston, MA
  • 09/2021 → 06/2025
    Wingate Wealth Advisors, Llc
    Lexington, MA
  • 12/2024 → 06/2025
    Nutter Payroll And Tax Services Llc
    Dracut, MA
  • 06/2025 → Present
    Keel Point, Llc
    Huntsville, AL
Previous Registrations
  • 2021-09-09 → 2025-01-02
    Wingate Wealth Advisors, Inc.
    Lexington, MA
  • 2018-07-19 → 2020-03-18
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
S63 Uniform Securities Agent State Law Examination 2016-04-29
  • S66 Uniform Combined State Law Examination
    2017-10-16
  • S63 Uniform Securities Agent State Law Examination
    2016-04-29

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
AMHERST FINANCIAL GROUP, LLC
BONACORSI WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Other Investors

TODD MICHAEL FISCHER
Brian L Burbach
Lisa S Madsen
Ronald A Troie
Marc David Chareth
Donald Trent Blalock
JASON M CILLO
TODD HOWARD LEO

Other Offices

CITIZENS SECURITIES, INC. · MILFORD, NH
EDWARD JONES · MILFORD, NH
COPPELL ADVISORY SOLUTIONS LLC · Milford, NH
AMERIPRISE FINANCIAL SERVICES, LLC · MILFORD, NH
EDWARD JONES · MILFORD, NH
AMHERST FINANCIAL GROUP, LLC · AMHERST, NH
EDWARD JONES · Amherst, NH
BONACORSI WEALTH MANAGEMENT · AMHERST, NH

More in Milford, NH

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