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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Kimberly Armbruster Davis

Advisor at LANARK FINANCIAL, INC.

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:57699e77-c207-8c64-7121-ea7a0e69b7cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2003 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: LANARK FINANCIAL, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 17, 2009
First registration: Mar 3, 2003
Dual registered: yes, broker-dealer
Other names: KIMBERLY ARMBRUSTER|KIMBERLY KARYL ARMBRUSTER|KIM ARMBRUSTER|KIMBERLY ARMBRUSTER TEW|Kimberly A Davis
IAPD individual key: 2120679

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
LANARK FINANCIAL, INC.	Bd affiliated wealth	Jun 10, 2025	n/a	yes	BIRMINGHAM, AL\|BIRMINGHAM, AL	Current employment
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Oct 26, 2020	Jan 18, 2023	no	Birmingham, AL	Previous registration
SYNOVUS SECURITIES, INC.	Bd affiliated wealth	Jun 25, 2014	Oct 23, 2020	no	BIRMINGHAM, AL\|COLUMBUS, GA\|MOBILE, AL\|Jacksonville, FL\|EVANS, GA\|MT. PLEASANT, SC\|COLUMBIA, SC\|COLUMBIA, SC\|TALLAHASSEE, FL\|ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	May 13, 2014	Jun 5, 2014	no	Birmingham, AL	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 2, 2010	Jan 24, 2013	no	BIRMINGHAM, AL	Previous registration
LEAVELL INVESTMENT MANAGEMENT, INC.	Independent wealth	Jul 20, 2009	Nov 24, 2009	no	BIRMINGHAM, AL	Previous registration
AMSOUTH ASSET MANAGEMENT, INC.	n/a	Feb 25, 2005	Apr 8, 2005	no	BIRMINGHAM, AL	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Jul 10, 2003	Feb 25, 2005	no	BIRMINGHAM, AL	Previous registration
AMSOUTH INVESTMENT SERVICES, INC.	n/a	Mar 3, 2003	Jul 29, 2003	no	BIRMINGHAM, AL	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
CONCOURSE FINANCIAL GROUP ADVISORS	LANARK FINANCIAL, INC.	Jan 18, 2023	Jun 10, 2025	874	Firm change after gap	Ibd to RIA
SYNOVUS SECURITIES, INC.	CONCOURSE FINANCIAL GROUP ADVISORS	Oct 23, 2020	Oct 26, 2020	3	Firm change	RIA to ibd
MORGAN STANLEY	SYNOVUS SECURITIES, INC.	Jun 5, 2014	Jun 25, 2014	20	Firm change	Other
STERNE AGEE ASSET MANAGEMENT, INC.	MORGAN STANLEY	Jan 24, 2013	May 13, 2014	474	Firm change after gap	Other
LEAVELL INVESTMENT MANAGEMENT, INC.	STERNE AGEE ASSET MANAGEMENT, INC.	Nov 24, 2009	Aug 2, 2010	251	Firm change	Other
AMSOUTH ASSET MANAGEMENT, INC.	LEAVELL INVESTMENT MANAGEMENT, INC.	Apr 8, 2005	Jul 20, 2009	1,564	Firm change after gap	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	AMSOUTH ASSET MANAGEMENT, INC.	Feb 25, 2005	Feb 25, 2005	0	Firm change	Other
AMSOUTH INVESTMENT SERVICES, INC.	AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	Jul 29, 2003	Jul 10, 2003	-19	Bulk transfer	Other

Relationships

Registered with (9)

→ LANARK FINANCIAL, INC.Registered adviserregistration: current employment
Jun 10, 2025 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Oct 26, 2020 to Jan 18, 2023factForm ADV
→ SYNOVUS SECURITIES, INC.Registered adviserregistration: previous registration
Jun 25, 2014 to Oct 23, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 13, 2014 to Jun 5, 2014factForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 2, 2010 to Jan 24, 2013factForm ADV
→ LEAVELL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 20, 2009 to Nov 24, 2009factForm ADV
→ AMSOUTH ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 25, 2005 to Apr 8, 2005factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Jul 10, 2003 to Feb 25, 2005factForm ADV
→ AMSOUTH INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 3, 2003 to Jul 29, 2003factForm ADV

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
Kimberly Armbruster Davis left Concourse Financial Group Advisors for Lanark Financial, Inc. (registered 2025-06-10)
Form ADVobserved 5 days ago