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Kimberly Marie Morton

Wealthlogic

Gilbert, AZ

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Current Employers
Wealthlogic

Gilbert, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-08
  • AZ RA
    APPROVED
    Since 2023-09-08

Branch Locations

Gilbert, AZ • 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
Bridge Financial Strategies, Llc Scottsdale AZ 01/2016 09/2023
Bridge Financial Strategies, Llc Scottsdale AZ 08/2018 09/2023
Dynamic Wealth Advisors Scottsdale AZ 03/2017 12/2018
Bridge Financial Strategies, Llc Scottsdale AZ 01/2022 09/2023
Wealthlogic, Llc Gilbert AZ 08/2018 Present
  • 01/2016 → 09/2023
    Bridge Financial Strategies, Llc
    Scottsdale, AZ
  • 08/2018 → 09/2023
    Bridge Financial Strategies, Llc
    Scottsdale, AZ
  • 03/2017 → 12/2018
    Dynamic Wealth Advisors
    Scottsdale, AZ
  • 01/2022 → 09/2023
    Bridge Financial Strategies, Llc
    Scottsdale, AZ
  • 08/2018 → Present
    Wealthlogic, Llc
    Gilbert, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-02
  • S65 Uniform Investment Adviser Law Examination
    2006-11-02
Designations

View on SEC IAPD

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