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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Kimberly J Latimer

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

Chicago, IL | HOUSTON, TX | Houston, TX

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Search this name across graphsid dfx:ria:4bca22a9-22e8-c900-a3e7-8a3681445d2c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2007 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: AMERIPRISE FINANCIAL SERVICES, LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 17, 2006
First registration: Jan 15, 2007
Dual registered: yes, broker-dealer
Other names: KIMBERLY FONTENOT|KIMBERLY JOY LATIMER|KIMBERLY JOY FONTENOT
IAPD individual key: 2803697

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
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 18, 2021	n/a	yes	HOUSTON, TX\|Chicago, IL\|Houston, TX	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 23, 2013	Jun 21, 2021	no	HOUSTON, TX	Previous registration
MORGAN STANLEY	Wirehouse	Aug 12, 2009	Jun 19, 2013	no	Houston, TX	Previous registration
CHILTON CAPITAL MANAGEMENT LLC	Independent wealth	Jan 15, 2007	Dec 14, 2009	no	HOUSTON, TX	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AMERIPRISE FINANCIAL SERVICES, LLC	Jun 21, 2021	Jun 18, 2021	-3	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 19, 2013	May 23, 2013	-27	Firm change	Wirehouse to wirehouse
CHILTON CAPITAL MANAGEMENT LLC	MORGAN STANLEY	Dec 14, 2009	Aug 12, 2009	-124	Firm change after gap	Other

Relationships

Registered with (4)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Jun 18, 2021 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 23, 2013 to Jun 21, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 12, 2009 to Jun 19, 2013factForm ADV
→ CHILTON CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 15, 2007 to Dec 14, 2009factForm ADV

Dated events

No dated event names this entity yet.