KIMBERLY CHRISTINE VELASCO is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with THE DALA GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE DALA GROUP, LLC | 2024-01-29 | present | Yes |
| CORIENT PRIVATE WEALTH LP | 2022-12-14 | 2024-02-01 | — |
| BALASA DINVERNO FOLTZ LLC | 2018-10-02 | 2023-03-31 | — |
| WIPFLI FINANCIAL ADVISORS, LLC | 2014-09-22 | 2018-07-02 | — |