DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

KIMBERLY ANN HOUSTON

Advisor at INNERMOST WEALTH MANAGEMENT, LLC

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:05407413-a02b-d91f-d865-aa3a8e284a6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Oct 8, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INNERMOST WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 2, 2015
First registration: Oct 8, 2015
Dual registered: no
IAPD individual key: 5924844

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INNERMOST WEALTH MANAGEMENT, LLC	State registered	Jul 9, 2025	n/a	yes	TROY, MI	Current employment
Nectarine	No RAUM reported	Jan 17, 2025	May 8, 2025	no	Troy, MI\|SAN DIEGO, CA	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	May 19, 2022	Feb 28, 2025	no	SARASOTA, FL\|Troy, MI	Previous registration
KAYDAN WEALTH MANAGEMENT, INC.	Independent wealth	Jun 29, 2020	May 9, 2022	no	FENTON, MI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Feb 7, 2020	May 13, 2020	no	Fenton, MI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 23, 2018	Jan 31, 2020	no	SOUTHFIELD, MI\|SOUTHFIELD, MI	Previous registration
REHMANN WEALTH	Independent wealth	Oct 8, 2015	May 5, 2017	no	Troy, MI\|LANSING, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Nectarine	INNERMOST WEALTH MANAGEMENT, LLC	May 8, 2025	Jul 9, 2025	62	Firm change	Other
ORIGIN INVESTMENT ADVISORY LLC	Nectarine	Feb 28, 2025	Jan 17, 2025	-42	Firm change after gap	Other
KAYDAN WEALTH MANAGEMENT, INC.	ORIGIN INVESTMENT ADVISORY LLC	May 9, 2022	May 19, 2022	10	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	KAYDAN WEALTH MANAGEMENT, INC.	May 13, 2020	Jun 29, 2020	47	Firm change	Other
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 31, 2020	Feb 7, 2020	7	Firm change	Ibd to ibd
REHMANN WEALTH	LPL FINANCIAL LLC	May 5, 2017	Jan 23, 2018	263	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:108964:MI:2020-05-13	May 13, 2020	Jun 29, 2020	FENTON, MI	Firm change

Relationships

Registered with (7)

→ INNERMOST WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 9, 2025 to presentfactForm ADV
→ NECTARINERegistered adviserregistration: previous registration
Jan 17, 2025 to May 8, 2025factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
May 19, 2022 to Feb 28, 2025factForm ADV
→ KAYDAN WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 29, 2020 to May 9, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Feb 7, 2020 to May 13, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 23, 2018 to Jan 31, 2020factForm ADV
→ REHMANN WEALTHRegistered adviserregistration: previous registration
Oct 8, 2015 to May 5, 2017factForm ADV

Dated events

Occurred
May 8, 2025
Advisor changed firm
Kimberly Ann Houston left Nectarine for Innermost Wealth Management, Llc (registered 2025-07-09)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2025
Advisor changed firm
Kimberly Ann Houston left Origin Investment Advisory Llc for Nectarine (registered 2025-01-17)
Form ADVobserved 6 days ago
Occurred
May 9, 2022
Advisor changed firm
Kimberly Ann Houston left Kaydan Wealth Management, Inc. for Origin Investment Advisory Llc (registered 2022-05-19)
Form ADVobserved 6 days ago