Kimberlie J Karasewicz

Current Employers

Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-07-19

NJ RA
APPROVED

Since 2021-07-19

Branch Locations

4 Campus Drive, Parsippany, NJ 07054 • 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

Organization	City	State	From	To
Morgan Stanley	Florham Park	NJ	07/2009	06/2021
Summit Financial, Llc	Parsippany	NJ	06/2021	Present
Pks Investments	Albany	NY	11/2022	Present

07/2009 → 06/2021

Morgan Stanley

Florham Park, NJ
06/2021 → Present

Summit Financial, Llc

Parsippany, NJ
11/2022 → Present

Pks Investments

Albany, NY

Previous Registrations

2009-12-14 → 2021-06-11

Morgan Stanley

Morristown, NJ

Other Businesses

1) Summit Financial. Investment related. 4 Campus Drive 2nd Floor Parsippany, NJ 07054. RIA. Director of Client Services (David Weinerman). 06/2021. Hrs/month 80 all during trading hours. Client support.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-08

S66 Uniform Combined State Law Examination

2009-12-08

Other Names

Kimberlie Jean Wavra

View on SEC IAPD

Current Employers

Summit Financial, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews