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Kimberly Razon Melo

Terrafirma Wealth Partners

Walnut Creek, CA

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Current Employers
Terrafirma Wealth Partners

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-02
  • AZ RA
    APPROVED
    Since 2025-12-02

Branch Locations

1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597 • 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
Terrafirma Wealth Partners Llc Laveen AZ 08/2024 Present
Edelman Financial Engines Fairfax VA 09/2011 08/2024
  • 08/2024 → Present
    Terrafirma Wealth Partners Llc
    Laveen, AZ
  • 09/2011 → 08/2024
    Edelman Financial Engines
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2004-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2004-12-22

View on SEC IAPD

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Other Offices

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
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