Robert Harvard Kinnie

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-04-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Paramus	NJ	12/2011	09/2016
Gerstein Fisher	New York	NY	09/2016	11/2016
Gfa Securities Llc	New York	NY	09/2016	11/2016
People's Securities, Inc.	Bridgeport	CT	11/2016	04/2022
People's United Advisors, Inc.	Bridgeport	CT	04/2018	04/2022
Willmington Trust	Greenwich	CT	04/2022	07/2023
Napatree Capital Llc	Westerly	RI	08/2023	04/2024
Mercer Global Advisors Inc.	Westport	CT	04/2024	Present

2023-08-22 → 2024-05-07

Napatree Capital Llc

Westerly, RI
2023-01-05 → 2023-08-28

People'S United Advisors, Inc.

Wilmington, DE
2018-04-05 → 2022-12-31

People'S United Advisors, Inc.

New York, NY
2016-11-02 → 2020-03-31

People'S Securities, Inc.

Bridgeport, CT

Bridgeport, CT

New York, NY

Cos Cob, CT
2016-09-30 → 2016-11-29

Gerstein Fisher

New York, NY
2012-01-18 → 2016-09-13

Strategic Advisers Llc

Paramus, NJ

Greenwich, CT
2010-05-03 → 2012-01-09

Ubs Financial Services Inc.

Paramus, NJ
2009-04-08 → 2010-05-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Montvale, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-04-06

Other Firms