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Kimberly Ann Allred

Familywealth

Palo Alto, CA

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

228 Hamilton Avenue 3Rd Floor, Palo Alto, CA 94301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridgewater Wealth & Financial Management Bethesda MD 11/2010 10/2017
El Capitan Advisors, Llc Santa Barbara CA 10/2017 Present
  • 11/2010 → 10/2017
    Bridgewater Wealth & Financial Management
    Bethesda, MD
  • 10/2017 → Present
    El Capitan Advisors, Llc
    Santa Barbara, CA
Previous Registrations
  • 2018-02-15 → 2021-05-25
    El Capitan Advisors
    Germantown, MD
    Santa Barbara, CA
  • 2015-06-24 → 2017-10-25
    Bridgewater Wealth & Financial Management, Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-24
S63 Uniform Securities Agent State Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2015-06-24
  • S63 Uniform Securities Agent State Law Examination
    2001-01-22
Other Names
  • Kimberly A Beebe
  • Kimberly Ann Beebe

View on SEC IAPD

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DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

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