Best Investors Account Sign in
Inactive

Jennifer Elise Ziesk

Kilter Group

Rhinebeck, NY

Rockwall, TX

Claim This Profile
Current Employers
Kilter Group

Rhinebeck, NY • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-02
  • TX RA
    APPROVED
    Since 2024-05-02

Branch Locations

Rhinebeck, NY • United States

Rockwall, TX • 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
Bft Financial Group, Llc Bedford TX 01/2010 06/2020
Lifetime Wealth Mangement P.C. Rockwall TX 06/2020 03/2024
Kilter Group Llc New York NY 04/2024 Present
  • 01/2010 → 06/2020
    Bft Financial Group, Llc
    Bedford, TX
  • 06/2020 → 03/2024
    Lifetime Wealth Mangement P.C.
    Rockwall, TX
  • 04/2024 → Present
    Kilter Group Llc
    New York, NY
Previous Registrations
Other Businesses

INSURANCE AGENT. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 10% EACH MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-04
S63 Uniform Securities Agent State Law Examination 2004-11-30
  • S65 Uniform Investment Adviser Law Examination
    2020-09-04
  • S63 Uniform Securities Agent State Law Examination
    2004-11-30
Other Names
  • Jennifer Elise Welch
  • Jennifer Elise Welch-Spencer
  • Jennifer Elise Spencer
  • Jennifer Elise Spencer

View on SEC IAPD

More in Rhinebeck, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor