# KIMBERLY MARIE MORTON

KIMBERLY MARIE MORTON is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with WEALTHLOGIC, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHLOGIC, LLC](https://search.stillhousedata.com/firm/326644) | 2023-09-08 | present | Yes |
| [BRIDGE FINANCIAL STRATEGIES, LLC](https://search.stillhousedata.com/firm/298134) | 2018-09-07 | 2023-10-02 | — |
| [DYNAMIC ADVISOR SOLUTIONS LLC](https://search.stillhousedata.com/firm/151367) | 2017-03-21 | 2019-01-02 | — |
| [SENSIBLE MONEY, LLC](https://search.stillhousedata.com/firm/158641) | 2011-07-22 | 2015-06-02 | — |
| [WEALTH MANAGEMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/127517) | 2006-12-05 | 2011-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5233521)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5233521.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.