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

MUNTZ FINANCIAL, LLC

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 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Dec 12, 2023

First registration

Dec 12, 2023

Dual registered

no

Other names

Kimberly B Dickinson|KIMBERLY BETH DICKINSON

IAPD individual key

5648312

• Occurred

  Oct 1, 2025
  Advisor changed firm

  Kimberly Beth Thomas left Thrive Capital Management, Llc for Muntz Financial, Llc (registered 2025-09-26)

  Form ADVobserved 5 days ago
• Occurred

  Mar 31, 2024
  Advisor changed firm

  Kimberly Beth Thomas left Cwm Advisory, Llc for Thrive Capital Management, Llc (registered 2024-06-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc840362-5be5-5fa7-d9db-afaaba0cccf3

First observed

Dec 12, 2023

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.