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Inactive

Kay Ellen Kidwell

Riversedge Advisors

Wilmington, DE

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Current Employers
Riversedge Advisors

600 N King St Suite 200, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-06-18
PA RA APPROVED 2025-06-18
  • DE RA
    APPROVED
    Since 2025-06-18
  • PA RA
    APPROVED
    Since 2025-06-18

Branch Locations

600 N King St Suite 200, Wilmington, DE 19801 • 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
Haverford Trust Securities, Inc. Radnor PA 05/2007 04/2018
The Haverford Trust Company Radnor PA 05/2007 04/2018
Fidelity Brokerage Services Llc Greenville DE 05/2018 03/2025
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Fidelity Investments Boston MA 03/2025 03/2025
Riversedge Advisors, Llc Wilmington DE 04/2025 Present
Riversedge Advisors, Llc Wilmington DE 04/2025 Present
  • 05/2007 → 04/2018
    Haverford Trust Securities, Inc.
    Radnor, PA
  • 05/2007 → 04/2018
    The Haverford Trust Company
    Radnor, PA
  • 05/2018 → 03/2025
    Fidelity Brokerage Services Llc
    Greenville, DE
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 03/2025
    Fidelity Investments
    Boston, MA
  • 04/2025 → Present
    Riversedge Advisors, Llc
    Wilmington, DE
  • 04/2025 → Present
    Riversedge Advisors, Llc
    Wilmington, DE
Previous Registrations
  • 2025-03-31 → 2025-04-07
    Strategic Advisers Llc
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Greenville, DE
    Glen Mills, PA
  • 2018-05-31 → 2018-07-13
    Strategic Advisers Llc
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-16
  • S66 Uniform Combined State Law Examination
    2009-03-16
Designations
Other Names
  • Kay Ellen Zwolak

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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