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

FRANKLIN STREET CAPITAL LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 30, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Nov 30, 2001

First registration

Mar 5, 2010

Dual registered

no

Other names

KIMBERLY ANN BUCHHOLZ

IAPD individual key

2976141

• Occurred

  Jan 25, 2023
  Advisor changed firm

  Kimberly Ann Coplan left Wells Fargo Advisors for Franklin Street Capital Llc (registered 2023-01-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9bdb39a-bbc3-7cd0-fd61-aa63d01d0698

First observed

Mar 5, 2010

Last observed

Sep 14, 2026 6 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.