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 Ann Atchley
Feed of 09/14/2026
Also filed as Kimberly Ann Mccreary
At current firm
7 y
since Feb 4, 2019
In the industry
28 y
since Jan 1, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Guidestone Advisors independent RIA currentsince Feb 4, 2019 · Dallas, Tx
- Taylor Stephens, Inc. formerApr 17, 2015 to Jan 31, 2019 · Coppell, Tx
- Braymen, Lambert And Noel Securities, Ltd. unclassifiedAug 4, 2014 to Nov 9, 2015 · Irving, Tx
Moves
a registration end followed by a registration begin elsewhere
- Taylor Stephens, Inc. to Guidestone Advisorsleft Jan 31, 2019, registered Feb 4, 2019 (4 days) · Other
- Braymen, Lambert And Noel Securities, Ltd. to Taylor Stephens, Inc.left Nov 9, 2015, registered Apr 17, 2015 (-206 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address