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360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-20 |
Branch Locations
1270 6Th Ave Suite 420, New York, NY 10020 • United States
360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kls Professional Advisors Group, Llc | New York | NY | 06/2011 | 03/2023 |
| Simon Quick Advisors, Llc | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-16 |
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