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Advisor at KIMERY WEALTH MANAGEMENT, LLC
MEMPHIS, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KIMERY WEALTH MANAGEMENT, LLC | Independent wealth | Apr 17, 2023 | n/a | yes | MEMPHIS, TN | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Feb 8, 2022 | Apr 5, 2023 | no | Memphis, TN | Previous registration |
| B RILEY WEALTH MANAGEMENT | Former SEC adviser | Aug 12, 2015 | Dec 31, 2022 | no | Memphis, TN|Memphis, TN|Memphis, TN | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 26, 2014 | Aug 11, 2015 | no | GERMANTOWN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | KIMERY WEALTH MANAGEMENT, LLC | Apr 5, 2023 | Apr 17, 2023 | 12 | Firm change | Ibd to RIA |
| B RILEY WEALTH MANAGEMENT | B. RILEY WEALTH ADVISORS, INC. | Dec 31, 2022 | Feb 8, 2022 | -326 | Bulk transfer | Ibd to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | B RILEY WEALTH MANAGEMENT | Aug 11, 2015 | Aug 12, 2015 | 1 | Firm change | Other |