RIA Intelligence

Years, as the firm states

19reportedsatherfinancial.com“Tammy is a Registered ParaplannerSM and has over 19 years of experience in the wealth management business.”

Professional profile

satherfinancial.com/team/tammy-kimbrough-2reportedsatherfinancial.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• S••••• F•••••••• G••••• I••• independent RIA current
  since Apr 13, 2010 · Victoria, Tx
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Jun 30, 2009 · Kerrville, Tx
• M••••• S•••••• • C•• L•• unclassified
  May 16, 2008 to Jun 1, 2009 · Kerrville, Tx
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Aug 20, 1996 to Apr 28, 2003 · Kerrville, Tx

• M••••• S•••••• to S••••• F•••••••• G••••• I•••
  left Jun 30, 2009, registered Apr 13, 2010 (287 days) · Other
• M••••• S•••••• • C•• L•• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••
  left Apr 28, 2003, registered May 16, 2008 (1845 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

30derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address