# KIMBERLY CHRISTINE VELASCO

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [THE DALA GROUP, LLC](https://search.stillhousedata.com/firm/291828) | 2024-01-29 | present | Yes |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2022-12-14 | 2024-02-01 | — |
| [BALASA DINVERNO FOLTZ LLC](https://search.stillhousedata.com/firm/113630) | 2018-10-02 | 2023-03-31 | — |
| [WIPFLI FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109983) | 2014-09-22 | 2018-07-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6400320)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6400320.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.