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Isaiah Gonsalves

Keenan Financial

Boston, MA

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Current Employers
Keenan Financial

7 Bulfinch Place Suite 302, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-04
  • MA RA
    APPROVED
    Since 2025-11-04

Branch Locations

7 Bulfinch Place Suite 302, Boston, MA 02114 • 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
Keenan Financial Boston MA 09/2025 Present
Master Kim's Taekwondo Institute Penfield NY 06/2025 08/2025
Amherst College Amherst MA 08/2023 05/2025
Monroe Community College Brighton NY 01/2022 05/2022
Home School Webster NY 09/2017 05/2021
Unemployed Webster NY 06/2021 08/2021
Monroe Community College Brighton NY 08/2021 05/2023
Master Kim's Taekwondo Institute Penfield NY 10/2015 03/2020
Keenan Financial Insurance Agency Services Llc Boston MA 07/2025 Present
  • 09/2025 → Present
    Boston, MA
  • 06/2025 → 08/2025
    Master Kim's Taekwondo Institute
    Penfield, NY
  • 08/2023 → 05/2025
    Amherst College
    Amherst, MA
  • 01/2022 → 05/2022
    Monroe Community College
    Brighton, NY
  • 09/2017 → 05/2021
    Home School
    Webster, NY
  • 06/2021 → 08/2021
    Unemployed
    Webster, NY
  • 08/2021 → 05/2023
    Monroe Community College
    Brighton, NY
  • 10/2015 → 03/2020
    Master Kim's Taekwondo Institute
    Penfield, NY
  • 07/2025 → Present
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
Other Businesses

The principal business of Isaiah Gonsalves is that of an investment adviser representative and provider of financial planning services. Isaiah Gonsalves is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Isaiah Gonsalves spends approximately five hours per month on this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-24
  • S65 Uniform Investment Adviser Law Examination
    2025-09-24

View on SEC IAPD

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