DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kimberly Louise Jamieson
Feed of 09/14/2026
Also filed as Kimberly Louise Waldrop
At current firm
7 y
since Nov 2, 2018
In the industry
15 y
since Feb 10, 2011 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 2, 2018 · Livonia, Mi
- Signator Investors, Inc. formerJan 4, 2018 to Nov 2, 2018 · Southfield, Mi
- C2 Private Wealth independent RIADec 21, 2016 to Jul 18, 2017 · Novi, Mi
- Corecap Advisors BD affiliatedJun 6, 2016 to Oct 14, 2016 · Southfield, Mi
- B Riley Wealth Management formerOct 5, 2015 to Apr 20, 2016 · Birmingham, Mi
- The Mutual Fund Store formerAug 22, 2014 to Jul 9, 2015 · Overland Park, Ks
- Td Ameritrade Investment Management, LLC formerJan 7, 2014 to Aug 15, 2014 · Birmingham, Mi
- Td Ameritrade, Inc. formerSep 24, 2013 to Aug 15, 2014 · Birmingham, Mi
- Advance Capital Management Inc independent RIAMar 20, 2013 to Jun 13, 2013 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- Signator Investors, Inc. to Osaic Wealth, Inc.left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- C2 Private Wealth to Signator Investors, Inc.left Jul 18, 2017, registered Jan 4, 2018 (170 days) · Other
- Corecap Advisors to C2 Private Wealthleft Oct 14, 2016, registered Dec 21, 2016 (68 days) · Other
- B Riley Wealth Management to Corecap Advisorsleft Apr 20, 2016, registered Jun 6, 2016 (47 days) · Other
- The Mutual Fund Store to B Riley Wealth Managementleft Jul 9, 2015, registered Oct 5, 2015 (88 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Aug 15, 2014, registered Jan 7, 2014 (-220 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to The Mutual Fund Storeleft Aug 15, 2014, registered Aug 22, 2014 (7 days) · Other
- Advance Capital Management Inc to Td Ameritrade, Inc.left Jun 13, 2013, registered Sep 24, 2013 (103 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address