Thomas G Kennedy

Current Employers

Employment History

• 05/2015 → 02/2017
  Lpl Financial, Llc
  Cleveland, OH
• 06/2015 → 02/2017
  Global Retirement Partners, Llc
  San Rafael, CA
• 02/2017 → 03/2018
  Schwab Ret. Plan Svcs, Inc.
  Richfield, OH
• 02/2017 → 03/2018
  Charles Schwab & Co., Inc.
  Richfield, OH
• 03/2018 → 05/2019
  Cornerstone Capital Advisors
  Uniontown, OH
• 05/2019 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 05/2019 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2018-04-10 → 2019-07-31
  Cornerstone Capital Advisors
  Uniontown, OH
• 2015-07-10 → 2017-05-18
  Global Retirement Partners Llc
  Cleveland, OH
  San Rafael, CA
• 2010-12-07 → 2015-06-18
  Rehmann Wealth
  Cleveland, OH
  Lansing, MI
• 2008-03-06 → 2010-11-02
  Nrp Advisors, Inc.
  Cleveland, OH
  Independence, OH
• 2003-08-04 → 2008-10-20
  Nrp Financial, Inc.
  Independence, OH
  Bryan, OH
  Cleveland, OH

Other Businesses

1) Avon Lake High School; Investment-Related: No; 175 Avon Belden Rd, Avon Lake OH; School ; Tennis Coach ; Start;2/15/23 ; Hours/Month:80 ; Hours during Market Hours:2 ; Duties: Coaching the boy's tennis team. 2)Name: Worldwide Employee Benefit Network, Investment-Related: No Address: private residence, Nature: Position/Title: Treasurer, NE OH chapter,  Education related to benefit trends, Start: 7.1.2024 Hours/Month: 5, Hours during Market Hours: 5, Duties: managing funds for local chapter

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-15
• S63 Uniform Securities Agent State Law Examination
  1995-10-30

Other Names

• Grey Thomas Kennedy
• Grey Kennedy
• Thomas Grey Kennedy