DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner27 years in industry

KIMBERLY ANN NOURIE

Advisor at FINANCIAL LIFE ADVISORS

SAN ANTONIO, TX

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:8036dcf8-4b91-eb0c-9e6e-d0e51f407e74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 10, 1999 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: FINANCIAL LIFE ADVISORS
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: Jun 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jun 9, 1999
First registration: Jun 10, 1999
Dual registered: no
IAPD individual key: 3233900

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
FINANCIAL LIFE ADVISORS	Independent wealth	Nov 9, 2017	n/a	yes	SAN ANTONIO, TX	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 31, 2012	Nov 8, 2017	no	SAN ANTONIO, TX	Previous registration
CROSS FINANCIAL SERVICES CORPORATION	Former SEC adviser	Jul 1, 2008	Jun 7, 2012	no	SAN ANTONIO, TX	Previous registration
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Jun 10, 1999	Dec 31, 2008	no	SAN ANTONIO, TX\|SAN ANTONIO, 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
COMMONWEALTH FINANCIAL NETWORK	FINANCIAL LIFE ADVISORS	Nov 8, 2017	Nov 9, 2017	1	Firm change	Other
CROSS FINANCIAL SERVICES CORPORATION	COMMONWEALTH FINANCIAL NETWORK	Jun 7, 2012	May 31, 2012	-7	Firm change	Other
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	CROSS FINANCIAL SERVICES CORPORATION	Dec 31, 2008	Jul 1, 2008	-183	Firm change after gap	Other

Relationships

Registered with (4)

→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: current employment
Nov 9, 2017 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 31, 2012 to Nov 8, 2017factForm ADV
→ CROSS FINANCIAL SERVICES CORPORATIONRegistered adviserregistration: previous registration
Jul 1, 2008 to Jun 7, 2012factForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Jun 10, 1999 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.