Kim Lee Kenawell

Current Employers

Employment History

• 09/1996 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Camp Hill, PA
• 07/2017 → Present
  Avantra Family Wealth, Inc.
  Mechanicsburg, PA
• 07/2017 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Mechanicsburg, PA

Previous Registrations

• 1999-06-17 → 2017-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Camp Hill, PA
  Mechanicsburg, PA
  Mechanicsburg, PA
  Mechanicsburg, PA
  Camp Hill, PA
  York, PA
  Mechanicsburg, PA
  Camp Hill, PA
  Mechanicsburg, PA

Other Businesses

1) PKSF; INVESTMENT RELATED; 100 STERLING PARKWAY, SUITE 107, MECHANICSBURG, PA 17050; FIXED INSURANCE; AGENT; 07/2017; 100 HOURS/MONTH; 100 HOURS/MONTH DURING SECURITIES TRADING; OFFER FIXED INSURANCE. 2) Emergency Health Services Federation; Not investment related; 722 Limekiln Road, New Cumberland, PA 17070; Non-Profit-EMS Counsel; Behavioral Health Section Chief - South Central PA Medical Reserve Corps; 02/2020; 20 hrs/mo; 0 hrs during trading; Write and maintain behavioral health team policies for the public health division of the EHSF MRC. Act as a unit leader and coordinate trainings for volunteer members of MRC. 3) Lower Allen Township Public Safety; Not Investment Related; 2233 Gettysburg Road, Camp Hill, PA 17011; Emergency Medical Service; Emergency Medical Technician; 09/2022; 24 Hrs/Mo; 0 Hrs during trading; EMT for an EMS service. Work every other Saturday and occasionally fill in evening shifts when needed by the agency. 4) Wevodau Dance Center; Not Investment Related; 4830 Carlisle Pke, D5-D6-D7, Mechanicsburg, PA 17050; Dance Studio; CEO; 07/2018; 10hrs/Mo; 1 hr during trading; CEO of dance studio. 5) Rental Properties. Not Investment Related. At Reported Addresses. Rental Properties. Owner. 8/2019. 0 Hrs/Mo; 0 During Trading Hours. Owner of Residence for Mother and Sister. 6) Moreland Court HOA. Not Investment Related. PO Box 1484, Mechanicsburg, PA 17050. HOA. President. 1/2020. 5 Hrs/Mo; 0 Hrs During Trading Hours. Manage Properties. 7) Collaborative Professionals of Central PA. Not Investment Related. 220 Skyline Dr, Mechanicsburg, PA 17050. Divorce Services. President. 12/2018. 2 Hrs/Mo; 2 Hrs/Mo During Trading Hours. Group provides multi-faceted support to help families navigate the challenges of divorce. 8) South Central PA CISM Team. Not Investment Related. 120 Davies Drive, York, PA 17402. Civic Organization. Senior Peer / Executive Team Member. 1/2001. Varied Hrs/Mo; Varied During Trading Hours. Critical Incident Stress Management Team supporting emergency responders. 9) Avantra Family Wealth. Investment Related. At Registered Location. RIA. Founding Partner / Senior Family Wealth Advisor. 7/2017. 200 Hrs/Mo; All During Trading Hours. Investment Advisory Activities. 10) Cumberland Valley School District Eagle Foundation. Not Investment Related. 6746 Carlisle Pike, Mechanicsburg, PA 17050. Charitable Foundation. Member. 1 Hrs/Mo; All During Trading Hours. Supplement the Academic, Cultural, Athletic, and activity programs of the School District. 11) Cumberland County Department of Public Safety - Team 1000. Not Investment Related. 1 Public Safety Drive, Carlisle, PA 17015. County Critical Incident Team. Executive Team, Peer. 1/2018. 3 Hrs/Mo; 0 Hrs During Trading Hours. Act as a trauma peer for emergency services workers involved in critical incidents. 12) Pennsylvania Alliance of Collaborative Professionals; Not investment-related; 256 Eagleview Blvd, Ste 329, Exton, PA 19341; Collaborative Law Group; Secretary; 11/20/2024; 2 Hrs/Mo; 2 Hrs During Trading Hours; Secretary for state wide collaborative divorce working group.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-27
• S63 Uniform Securities Agent State Law Examination
  1996-07-03

Other Names

• Kim Lee Kenawell
• Kim Lee Kenawell-Hoffecker
• Kim Lee Kenawell-Hoffecker