KIMBERLY MARIE MORTON is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with WEALTHLOGIC, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHLOGIC, LLC | 2023-09-08 | present | Yes |
| BRIDGE FINANCIAL STRATEGIES, LLC | 2018-09-07 | 2023-10-02 | — |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2017-03-21 | 2019-01-02 | — |
| SENSIBLE MONEY, LLC | 2011-07-22 | 2015-06-02 | — |
| WEALTH MANAGEMENT SOLUTIONS, LLC | 2006-12-05 | 2011-07-12 | — |