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Kimberly Louree Leggett

Excalibur Management Corp

Waltham, MA

Wellesley, MA

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Current Employers
Excalibur Management Corp

Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-10
MA RA APPROVED 2019-11-05
  • TX RA
    APPROVED
    Since 2025-12-10
  • MA RA
    APPROVED
    Since 2019-11-05

Branch Locations

Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451 • United States

Wellesley, MA • 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
Leggett & Leggett, Pc Wellesley MA 01/1985 Present
Sierra Financial Management Corporation Wellesley MA 11/2010 04/2020
Excalibur Management Corp Waltham MA 04/2020 Present
  • 01/1985 → Present
    Leggett & Leggett, Pc
    Wellesley, MA
  • 11/2010 → 04/2020
    Sierra Financial Management Corporation
    Wellesley, MA
  • 04/2020 → Present
    Excalibur Management Corp
    Waltham, MA
Previous Registrations
  • 2011-12-07 → 2020-04-14
    Sierra Financial Management Corporation
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-20
  • S65 Uniform Investment Adviser Law Examination
    2001-02-20
Designations
Other Names
  • Kimberly Louree Larsen
  • Kimberly Louree Davidson

View on SEC IAPD

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