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Brian Edward Keenan

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
LA RA APPROVED 2025-01-15
CA RA APPROVED 2023-11-02
CT RA APPROVED 2023-11-02
PA RA APPROVED 2023-10-25
RI RA APPROVED 2023-07-26
IA RA APPROVED 2023-06-23
NC RA APPROVED 2023-05-26
NH RA APPROVED 2022-10-04
FL RA APPROVED 2022-08-17
NY RA APPROVED 2022-07-29
TX RA APPROVED_RES 2022-06-16
MA RA APPROVED 2017-01-03
  • LA RA
    APPROVED
    Since 2025-01-15
  • CA RA
    APPROVED
    Since 2023-11-02
  • CT RA
    APPROVED
    Since 2023-11-02
  • PA RA
    APPROVED
    Since 2023-10-25
  • RI RA
    APPROVED
    Since 2023-07-26
  • IA RA
    APPROVED
    Since 2023-06-23
  • NC RA
    APPROVED
    Since 2023-05-26
  • NH RA
    APPROVED
    Since 2022-10-04
  • FL RA
    APPROVED
    Since 2022-08-17
  • NY RA
    APPROVED
    Since 2022-07-29
  • TX RA
    APPROVED_RES
    Since 2022-06-16
  • MA RA
    APPROVED
    Since 2017-01-03

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Llc Philadelphia PA 10/2014 10/2016
Purshe Kaplan Sterling Investments, Inc. Albany NY 10/2014 10/2016
Keenan Financial Byfield MA 10/2016 Present
  • 10/2014 → 10/2016
    Philadelphia, PA
  • 10/2014 → 10/2016
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 10/2016 → Present
    Byfield, MA
Previous Registrations
Other Businesses

Brian Keenan is an independent licensed insurance agent. investment related. Mr. Keenan spends fewer than 10 hours per month on outside business activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-24
  • S66 Uniform Combined State Law Examination
    2013-09-24
Designations
Other Names
  • Brian Keenan

View on SEC IAPD

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