Kimberly Elaine Carlini appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kimberly Elaine Carlini appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-30 | Form ADV | CYPRESS INVESTMENT MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | OAKBROOK TERRACE, IL |
| 2025-09-30 | Form ADV | CYPRESS WEALTH MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | OAKBROOK TERRACE, IL |