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RIA / WealthAdvisor20 years in industry

JOHN H REID

Advisor at KEENAN FINANCIAL

BOSTON, MA

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Search this name across graphsid dfx:ria:3df460f8-bcbd-ccd2-f5eb-79d016cc5dee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEENAN FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 12, 2012
First registration: Apr 13, 2012
Dual registered: no
Other names: JACK REID|JOHN H. REID|JOHN H REID
IAPD individual key: 5028574

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEENAN FINANCIAL	Independent wealth	Dec 20, 2018	n/a	yes	BOSTON, MA	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	May 1, 2015	Dec 19, 2018	no	NEEDHAM, MA	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Apr 2, 2013	May 12, 2015	no	GLASTONBURY, CT\|BOSTON, MA	Previous registration
MORGAN STANLEY	Wirehouse	Apr 13, 2012	Jan 30, 2013	no	Boston, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARK AVENUE SECURITIES LLC	KEENAN FINANCIAL	Dec 19, 2018	Dec 20, 2018	1	Firm change	Ibd to RIA
INVEST FINANCIAL CORPORATION	PARK AVENUE SECURITIES LLC	May 12, 2015	May 1, 2015	-11	Firm change	Other
MORGAN STANLEY	INVEST FINANCIAL CORPORATION	Jan 30, 2013	Apr 2, 2013	62	Firm change	Other

Relationships

Registered with (4)

→ KEENAN FINANCIALRegistered adviserregistration: current employment
Dec 20, 2018 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
May 1, 2015 to Dec 19, 2018factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Apr 2, 2013 to May 12, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 13, 2012 to Jan 30, 2013factForm ADV

Dated events

No dated event names this entity yet.