# KIMBERLY JO COX

KIMBERLY JO COX is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2026-04-07 | present | Yes |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2025-08-18 | 2026-02-24 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2014-10-24 | 2025-07-18 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2013-04-03 | 2014-05-29 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2012-06-29 | 2013-01-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3025282)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3025282.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.