Kimberly Noel Gern

Current Employers

Employment History

• 03/2020 → Present
  Mohr Financial Group
  San Diego, CA
• 12/2014 → Present
  Ambrose Business Consulting
  San Diego, CA
• 10/2018 → 11/2019
  University Of College Dublin
  Dublin
• 05/2017 → 09/2018
  Irish Stock Exchange
  Dublin
• 09/2014 → 09/2016
  Big Brothers Big Sisters Of San Diego County
  San Diego, CA
• 08/2022 → Present
  Lpl Financial
  San Diego, CA
• 02/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1) 12/2014 - Outside/W-2 Employment - Ambrose Business Consulting - 10 hr/mon - 5% - Not Investment Related - San Diego, CA 92123 2) 8/2022 - DBA for LPL Business (entity for LPL business) - The Mohr Financial Group, Inc - Investment Related - San Diego, CA 92130 3) 8/2022 - DBA for LPL Business (entity for LPL business) - Integrated Partners - Investment Related - San Diego, CA 92130 4) 8/2022 - DBA for LPL Business (entity for LPL business) - Integrated Financial Partners - Investment Related - San Diego, CA 92130 5) 12/02/2022 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- Advisor 6) 12/02/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - 7)12/02/2022 - The Mohr Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Time Spent 100% 8) 12/02/2022 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - 160 Hours Per Month/100 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 8/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-15