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Kimberly Michelle Bolton

Yfp Wealth

Berry, AL

New Albany, OH

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Current Employers
Yfp Wealth

118 E Main St., New Albany, OH 43054 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-02
TX RA APPROVED_RES 2025-07-01
AL RA APPROVED 2023-02-27
  • OH RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED_RES
    Since 2025-07-01
  • AL RA
    APPROVED
    Since 2023-02-27

Branch Locations

Berry, AL • United States

118 E Main St., New Albany, OH 43054 • 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
The University Of Alabama Tuscaloosa AL 06/2016 01/2020
Your Financial Pharmacist Orient OH 01/2020 07/2026
Your Financial Pharmacist New Albany OH 07/2026 Present
  • 06/2016 → 01/2020
    The University Of Alabama
    Tuscaloosa, AL
  • 01/2020 → 07/2026
    Your Financial Pharmacist
    Orient, OH
  • 07/2026 → Present
    Your Financial Pharmacist
    New Albany, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-22
  • S65 Uniform Investment Adviser Law Examination
    2020-10-22
Designations
Other Names
  • Kimberly Michelle Lewis

View on SEC IAPD

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