Kevin Charles Flesch

902 Carnegie Center Blvd Suite 130, Princeton, NJ 08540 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-04-16

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	04/2017	04/2024
Unemployed	Hamilton	NJ	12/2016	02/2017
Full-Time Student	Lawrenceville	NJ	08/2009	12/2016
Bank Of America, Na	Pennington	NJ	02/2017	04/2017
Millstone Financial Group	Millstone	NJ	04/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	05/2017	04/2024
Millstone Financial Group	Millstone	NJ	06/2024	Present

04/2017 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
12/2016 → 02/2017

Unemployed

Hamilton, NJ
08/2009 → 12/2016

Full-Time Student

Lawrenceville, NJ
02/2017 → 04/2017

Bank Of America, Na

Pennington, NJ
04/2024 → Present

Millstone Financial Group

Millstone, NJ
05/2017 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2024 → Present

Millstone Financial Group

Millstone, NJ

(1) Millstone Financial Group, LLC dba Millstone Financial Group; Yes; RIA/ Insurance; Insurance Agent; 06/2024; 35 HRS/ MO; 2/ HRS MO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-12