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Jeffery B Kimball

Ernst & Young Investment Advisers LLP

Tampa, FL

Westminster, CO

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Current Employers
Ernst & Young Investment Advisers Llp

200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-01-11
FL RA APPROVED 2019-12-23
  • CO RA
    APPROVED
    Since 2022-01-11
  • FL RA
    APPROVED
    Since 2019-12-23

Branch Locations

201 N Franklin Street Ste 2300, Tampa, FL 33602 • United States

Westminster, CO • 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
Signator Investors, Inc. St. Petersburg FL 05/2016 04/2018
Usaa Financial Planning Services Tampa FL 04/2018 02/2019
Raymond James Financial Service Advisors St Petersburg FL 02/2019 06/2019
Stay At Home Dad Tampa FL 06/2019 11/2019
Tapfin/Ey Tampa FL 11/2019 Present
  • 05/2016 → 04/2018
    Signator Investors, Inc.
    St. Petersburg, FL
  • 04/2018 → 02/2019
    Usaa Financial Planning Services
    Tampa, FL
  • 02/2019 → 06/2019
    Raymond James Financial Service Advisors
    St Petersburg, FL
  • 06/2019 → 11/2019
    Stay At Home Dad
    Tampa, FL
  • 11/2019 → Present
    Tapfin/Ey
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-18
S63 Uniform Securities Agent State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2017-04-18
  • S63 Uniform Securities Agent State Law Examination
    2004-07-30
Other Names
  • Jeff Kimball
  • Jeffery B Kimball
  • Jeff B Kimball
  • Jeffery Kimball
  • Jeffrey B Kimball

View on SEC IAPD

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