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Kevin John Donnelly

Pendragon Capital Management, Inc.

Fishkill, NY

New York, NY

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Current Employers
Pendragon Capital Management, Inc.

Fishkill, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-24
  • NY RA
    APPROVED
    Since 2022-08-24

Branch Locations

Fishkill, NY • United States

New York, NY • 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
Brokerageselect New York NY 12/2002 Present
Kj Donnelly Planning Llc New York NY 08/1992 12/2022
Pendragon Capital Management, Inc. Fishkill NY 07/2022 Present
  • 12/2002 → Present
    Brokerageselect
    New York, NY
  • 08/1992 → 12/2022
    Kj Donnelly Planning Llc
    New York, NY
  • 07/2022 → Present
    Pendragon Capital Management, Inc.
    Fishkill, NY
Previous Registrations
  • 2021-08-30 → 2022-12-31
    Kj Donnelly Planning Llc
    New York, NY
Other Businesses

1) BROKERAGESELECT, REGISTERED REPRESENTATIVE, SINCE 2002, NEW YORK, NY. 2) LICENSED INSURANCE AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-15
S63 Uniform Securities Agent State Law Examination 1984-11-26
  • S65 Uniform Investment Adviser Law Examination
    1999-07-15
  • S63 Uniform Securities Agent State Law Examination
    1984-11-26
Designations

View on SEC IAPD

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