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Kylisa Denise Harris

Destiny Money Management

Mathews, VA

CRD 6578204

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Employer firm

Destiny Money Management CRD 299239

2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Destiny Money Management

10514 Buckley Hall Road, Mathews, VA 23109 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-29
  • VA RA
    APPROVED
    Since 2024-01-29

Branch Locations

10514 Buckley Hall Road, Mathews, VA 23109 • 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
Freedom Ring Capital. Llc Woodbridge VA 12/2015 12/2016
Time Systems Llc Dumfries VA 01/2017 04/2025
Destiny Money Management Mathews VA 02/2018 Present
  • 12/2015 → 12/2016
    Freedom Ring Capital. Llc
    Woodbridge, VA
  • 01/2017 → 04/2025
    Time Systems Llc
    Dumfries, VA
  • 02/2018 → Present
    Mathews, VA
Previous Registrations
  • 2018-12-04 → 2023-12-31
    Mathews, VA
  • 2015-12-01 → 2016-12-15
    Freedom Ring Capital, Llc
    Woodbridge, VA
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-17
  • S65 Uniform Investment Adviser Law Examination
    2013-12-17
Other Names
  • Kylisa Denise Harris
  • Kylisa Denise Harris Deese

View on SEC IAPD

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