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.

Current firm

EXCALIBUR MANAGEMENT CORP

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, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Personal Financial Specialist

Exams

S65

First exam

Feb 20, 2001

First registration

Dec 7, 2011

Dual registered

no

Other names

KIMBERLY LOUREE LARSEN|KIMBERLY LOUREE DAVIDSON

IAPD individual key

5340071

Graph

RIA / Wealth Management

Canonical id

dfx:ria:84cec911-ef0f-bb47-bd59-63cf80d541e1

First observed

Dec 7, 2011

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.