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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-27
  • CT RA
    APPROVED
    Since 2026-01-27

Branch Locations

115 W Century Rd, Paramus, NJ 07652 • United States

157 Church St, New Haven, CT 06510 • 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
Fidelity Brokerage Services Llc Boston MA 09/2015 02/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 04/2019 Present
Previous Registrations
  • 2018-07-13 → 2019-03-07
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2018-04-18 → 2018-07-13
    Overland Park, KS
Other Businesses

I*: 1938312 Entity Type: Charitable Name: Museum of Contemporary Art Connecticut (MoCA CT) Address: Westport, CT 06880 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/20/2024 No Hours: 2 hrs mthly No Hours during trading: 1 hr mthly Duties: I serve on the Board and as a member of the Development Committee. I help with event planning and fundraising for the museum.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-27
S63 Uniform Securities Agent State Law Examination 2016-03-28
  • S66 Uniform Combined State Law Examination
    2026-01-27
  • S63 Uniform Securities Agent State Law Examination
    2016-03-28
Other Names
  • Keara Jeanne Stevenson
  • Keara Stevenson
  • Keara S Williams
  • Keara Stevenson Williams
  • Keara Williams

View on SEC IAPD

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