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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 2025-04-10
NH RA APPROVED 2025-01-05
TX RA APPROVED 2025-01-05
  • MA RA
    APPROVED
    Since 2025-04-10
  • NH RA
    APPROVED
    Since 2025-01-05
  • TX RA
    APPROVED
    Since 2025-01-05

Branch Locations

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

388 Nashua Road, 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
Nylife Securities Llc Waltham MA 01/2019 02/2021
New York Life Insurance Company Waltham MA 01/2019 02/2021
Monadnock Plowing And Sanding, Llc Lyndeborough NH 11/2018 05/2019
Unemployed Lyndeborough NH 09/2018 10/2018
Seachange International Acton MA 03/2016 09/2018
Eagle Strategies Llc Waltham MA 07/2020 02/2021
Massmutual Life Insurance Company Nashua NH 02/2021 07/2021
Mml Investors Services, Llc Nashua NH 02/2021 07/2021
The Prudential Insurance Company Of America Bedford NH 07/2021 04/2022
Pruco Securities Llc Bedford NH 07/2021 04/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 04/2022 Present
Bank Of America, N.A. Manchester NH 07/2022 Present
  • 01/2019 → 02/2021
    Nylife Securities Llc
    Waltham, MA
  • 01/2019 → 02/2021
    New York Life Insurance Company
    Waltham, MA
  • 11/2018 → 05/2019
    Monadnock Plowing And Sanding, Llc
    Lyndeborough, NH
  • 09/2018 → 10/2018
    Unemployed
    Lyndeborough, NH
  • 03/2016 → 09/2018
    Seachange International
    Acton, MA
  • 07/2020 → 02/2021
    Waltham, MA
  • 02/2021 → 07/2021
    Massmutual Life Insurance Company
    Nashua, NH
  • 02/2021 → 07/2021
    Nashua, NH
  • 07/2021 → 04/2022
    The Prudential Insurance Company Of America
    Bedford, NH
  • 07/2021 → 04/2022
    Bedford, NH
  • 04/2022 → Present
    Manchester, NH
  • 07/2022 → Present
    Bank Of America, N.A.
    Manchester, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-06
S63 Uniform Securities Agent State Law Examination 2019-05-03
  • S65 Uniform Investment Adviser Law Examination
    2020-07-06
  • S63 Uniform Securities Agent State Law Examination
    2019-05-03
Designations
Other Names
  • Bob Edry
  • Rob Edry

View on SEC IAPD

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