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RIA / WealthAdvisor14 years in industry

Kristi Bartholomew

Advisor at SYMMETRY PARTNERS

GLASTONBURY, CT | Provo, UT

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Search this name across graphsid dfx:ria:2e634bda-97c7-d270-aa0a-731276db7a27

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2018 to Sep 15, 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: SYMMETRY PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Jul 16, 2018
First registration: Jul 30, 2018
Dual registered: no
IAPD individual key: 6995987

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
SYMMETRY PARTNERS	Independent wealth	Oct 14, 2025	n/a	yes	Provo, UT\|GLASTONBURY, CT	Current employment
IAMS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 19, 2023	Jul 9, 2025	no	OMAHA, NE\|Lindon, UT	Previous registration
TREK FINANCIAL	Independent wealth	Jun 8, 2020	Jan 12, 2023	no	SCOTTSDALE, AZ\|LINDON, UT	Previous registration
ARS INVESTMENT ADVISORS, INC.	Former SEC adviser	Jul 30, 2018	Oct 22, 2019	no	Lindon, UT	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
IAMS WEALTH MANAGEMENT, LLC	SYMMETRY PARTNERS	Jul 9, 2025	Oct 14, 2025	97	Firm change	RIA to RIA
TREK FINANCIAL	IAMS WEALTH MANAGEMENT, LLC	Jan 12, 2023	Jan 19, 2023	7	Firm change	RIA to RIA
ARS INVESTMENT ADVISORS, INC.	TREK FINANCIAL	Oct 22, 2019	Jun 8, 2020	230	Firm change	RIA to RIA

Relationships

Registered with (4)

→ SYMMETRY PARTNERSRegistered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ IAMS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 19, 2023 to Jul 9, 2025factForm ADV
→ TREK FINANCIALRegistered adviserregistration: previous registration
Jun 8, 2020 to Jan 12, 2023factForm ADV
→ ARS INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 30, 2018 to Oct 22, 2019factForm ADV

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
Kristi Bartholomew left Iams Wealth Management, Llc for Symmetry Partners (registered 2025-10-14)
Form ADVobserved 6 days ago
Occurred
Jan 12, 2023
Advisor changed firm
Kristi Bartholomew left Trek Financial for Iams Wealth Management, Llc (registered 2023-01-19)
Form ADVobserved 6 days ago