Kimberly Marie Nordi

Current Employers

Employment History

• 07/2014 → 01/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 09/2014 → 09/2017
  Dinosaur Securities , Llc
  New York, NY
• 09/2016 → Present
  Sowell Financial Services, Llc
  North Little Rock, AR
• 09/2017 → Present
  Trutoro, Llc
  Conway, AR
• 09/2017 → Present
  Lighthouse Wealth Strategies
  Gig Harbor, WA

Previous Registrations

• 2014-07-02 → 2017-01-03
  Concert Wealth Management
  Gig Harbor, WA
  San Jose, CA
  Gig Harbor, WA
• 2016-10-12 → 2016-10-17
  Lighthouse Wealth Strategies
  Gig Harbor, WA
• 2011-10-21 → 2014-07-02
  Northwest Asset Management
  Gig Harbor, WA
  Mercer Island, WA

Other Businesses

1)EMPOWERING LIFE. NOT INVESTMENT RELATED. BOARD MEMBER, TREASURER, PRISON MINISTRY. ASSISTANT TEACHER. 08/2011. 12 HRS/MO. TEACH A PARENTING CLASS TO INMATES AT A WA STATE CORRECTIONAL CENTER FOR WOMEN. Treasurer. 2) JUVENILE SERVICES MENTORING PROGRAM. NOT INVESTMENT RELATED. KITSAP COUNTY, WA. NON PROFIT. MENTOR. 01/2013. 5 HRS/MO. MENTOR TO YOUNG GIRLS IN JUVENILE DETENTION PROGRAM. 3) REGISTERED REPRESENTATIVE, Trutoro, LLC, SINCE 09/2017 4) Investment Advisor Representative with Sowell Management Services since 09/2016. Ms. Nordi provides financial services including the transacting of a multitude of financial products for clients. 4) Owner of multiple rental properties, not investment advisory related, receives compensation from rental charges. Spends approximately 5 hours a month during non-market hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-19
• S63 Uniform Securities Agent State Law Examination
  1995-12-02

Other Names

• Kimberly Marie Vanlaarhoven
• Kim Vanlaarhoven
• Kimbery Van Laarhoven Taurman
• Kimberly Marie Taurman
• Kimberly Marie Nordl