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Kaveeta Rani Derosa

Sgkd Advisory Services LLC

Rumson, NJ

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Current Employers
Sgkd Advisory Services Llc

Rumson, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Rumson, NJ • 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
Sgkd Advisory Services Llc Rumson NJ 12/2016 Present
Unemployed Monmouth Beach NJ 09/2008 12/2016
Raymond James & Associates New York NY 02/2017 Present
  • 12/2016 → Present
    Rumson, NJ
  • 09/2008 → 12/2016
    Unemployed
    Monmouth Beach, NJ
  • 02/2017 → Present
    Raymond James & Associates
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-11
  • S65 Uniform Investment Adviser Law Examination
    2016-10-11
Other Names
  • Kaveeta Rani Malhotra

View on SEC IAPD

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