Inactive

Kimberly Anne Basenback

Fsa Wealth Partners

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Current Employers

Fsa Wealth Partners

One Church Street Suite 901, Rockville, MD 20850 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2014-02-21

MD RA
APPROVED

Since 2014-02-21

Branch Locations

One Church Street Suite 901, Rockville, MD 20850 • 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

Organization	City	State	From	To
Financial Services Advisory, Inc.	Rockville	MD	03/2013	Present

03/2013 → Present

Financial Services Advisory, Inc.

Rockville, MD

Previous Registrations

2012-11-15 → 2013-04-10

Concourse Financial Group Securities, Inc.

Greensboro, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-20

S66 Uniform Combined State Law Examination

2012-06-20

Designations

Other Names

Kimberly A Scott
Kimberly Anne Scott

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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