Inactive

Kimberly Michelle Birn

Birn Financial Inc

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Current Employers

Birn Financial Inc

New York, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-06-17

NY RA
APPROVED

Since 2024-06-17

Branch Locations

23 Ludlow St Suite 3, New York, NY 10002 • 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
Self Employed	New York	NY	05/2012	01/2021
Birn Financial Inc	New York	NY	01/2021	Present

05/2012 → 01/2021

Self Employed

New York, NY
01/2021 → Present

Birn Financial Inc

New York, NY

Other Businesses

I am a fractional CFO, complete tax returns for a limited number of clients, do tax review/strategic planning, business strategy planning.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-05-06

S65 Uniform Investment Adviser Law Examination

2016-05-06

Designations

Other Names

Kimberly M Birn

View on SEC IAPD

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