Simarjeet S Klair

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-08-21
TX	RA	APPROVED	2025-04-15

Branch Locations

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

Organization	City	State	From	To
Bankers Life Insurance	Loveland	OH	08/2017	11/2017
Klairs Llc	Maineville	OH	11/2018	02/2022
Dollar General Fleet	Walton	KY	02/2021	03/2021
Sysco	Cincinnati	OH	03/2021	08/2021
5/3 Bank	Loveland	OH	10/2021	12/2021
Fidelity Investment	Covington	KY	12/2021	03/2022
A&A Safety	Amelia	OH	09/2021	07/2022
J.P. Morgan Securities, Llc	Loveland	OH	07/2022	07/2023
Jpmorgan Chase Bank, N.A.	Loveland	OH	07/2022	07/2023
Unemployed	Amelia	OH	01/2011	05/2017
U.S. Bank	Loveland	OH	10/2017	07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Providence	RI	11/2024	Present
U.S Bancorp Investment Inc	Loveland	OH	10/2017	10/2024
Bank Of America, N.A.	Providence	RI	01/2025	Present

08/2017 → 11/2017

Bankers Life Insurance

Loveland, OH
11/2018 → 02/2022

Klairs Llc

Maineville, OH
02/2021 → 03/2021

Dollar General Fleet

Walton, KY
03/2021 → 08/2021

Sysco

Cincinnati, OH
10/2021 → 12/2021

5/3 Bank

Loveland, OH
12/2021 → 03/2022

Fidelity Investment

Covington, KY
09/2021 → 07/2022

A&A Safety

Amelia, OH
07/2022 → 07/2023

J.P. Morgan Securities, Llc

Loveland, OH
07/2022 → 07/2023

Jpmorgan Chase Bank, N.A.

Loveland, OH
01/2011 → 05/2017

Unemployed

Amelia, OH
10/2017 → 07/2023

U.S. Bank

Loveland, OH
11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Providence, RI
10/2017 → 10/2024

U.S Bancorp Investment Inc

Loveland, OH
01/2025 → Present

Bank Of America, N.A.

Providence, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-04
S63	Uniform Securities Agent State Law Examination	2022-10-05

Other Firms