Bennett J Kavlick

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2023-10-26
TX	RA	APPROVED	2023-10-20

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	09/2022	10/2023
Capital Planners - A Lifetime Financial Growth Company	Beachwood	OH	05/2021	08/2021
Ohio State University	Columbus	OH	08/2018	05/2022
Moreland Connect	Hudson	OH	05/2018	08/2021
Waterway Car Wash	Aurora	OH	03/2018	02/2019
Dairy Queen	Twinsburg	OH	06/2016	12/2016
Saint Ignatius High School	Cleveland	OH	08/2014	05/2018
Unemployed	Aurora	OH	05/2022	09/2022
Bank Of America N.A.	Washington	DC	01/2023	10/2023
Ubs Financial Services Inc.	Washington	DC	10/2023	Present

09/2022 → 10/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
05/2021 → 08/2021

Capital Planners - A Lifetime Financial Growth Company

Beachwood, OH
08/2018 → 05/2022

Ohio State University

Columbus, OH
05/2018 → 08/2021

Moreland Connect

Hudson, OH
03/2018 → 02/2019

Waterway Car Wash

Aurora, OH
06/2016 → 12/2016

Dairy Queen

Twinsburg, OH
08/2014 → 05/2018

Saint Ignatius High School

Cleveland, OH
05/2022 → 09/2022

Unemployed

Aurora, OH
01/2023 → 10/2023

Bank Of America N.A.

Washington, DC
10/2023 → Present

Ubs Financial Services Inc.

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-03

Other Firms