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Robert Francis Keats

Keats, Connelly & Associates, Inc

Phoenix, AZ

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Current Employers
Keats, Connelly & Associates, Inc

3336 N. 32Nd Street Suite 100, Phoenix, AZ 85018 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-01-04
  • AZ RA
    APPROVED
    Since 2022-01-04

Branch Locations

3336 N 32Nd Street Suite 100, Phoenix, AZ 85018 • 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
Keats Connelly & Associates Inc. Phoenix AZ 09/1990 Present
Cross Border Tax & Accounting, Llc Phoenix AZ 01/2008 Present
Keats, Connelly And Associates, Llc Phoenix AZ 02/2020 Present
Keats, Connelly And Associates, Llc Phoenix AZ 09/2016 05/2018
Keats, Connelly And Associates, Llc Phoenix AZ 05/2018 01/2020
National Advisors Trust Company Ltd. Kansas City MO 05/2002 Present
  • 09/1990 → Present
    Keats Connelly & Associates Inc.
    Phoenix, AZ
  • 01/2008 → Present
    Cross Border Tax & Accounting, Llc
    Phoenix, AZ
  • 02/2020 → Present
    Keats, Connelly And Associates, Llc
    Phoenix, AZ
  • 09/2016 → 05/2018
    Keats, Connelly And Associates, Llc
    Phoenix, AZ
  • 05/2018 → 01/2020
    Keats, Connelly And Associates, Llc
    Phoenix, AZ
  • 05/2002 → Present
    National Advisors Trust Company Ltd.
    Kansas City, MO
Previous Registrations
  • 2009-02-13 → 2020-12-31
    Keats, Connelly & Associates, Inc
    Boynton Beach, FL
    Phoenix, AZ
  • 2008-03-03 → 2011-10-21
    Cross Border Tax & Accounting, Llc
    Phoenix, AZ
  • 1994-08-31 → 2010-06-23
    Keats Connelly And Associates Inc.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-07
S63 Uniform Securities Agent State Law Examination 1983-05-02
  • S65 Uniform Investment Adviser Law Examination
    1995-11-07
  • S63 Uniform Securities Agent State Law Examination
    1983-05-02
Designations
Other Names
  • Robert F Keats

View on SEC IAPD

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