Kimberly R Clouse

Current Employers

Employment History

• 03/2013 → 10/2020
  Via Global Advisors
  Brookline, MA
• 10/2020 → 03/2022
  Adviceperiod, Llc
  Brookline, MA
• 08/2020 → 10/2020
  Adviceperiod, Llc
  Brookline, MA
• 03/2022 → 09/2024
  Mariner Platform Solutions
  Brookline, MA
• 09/2024 → Present
  Hightower Advisors, Llc
  Brookline, MA

Previous Registrations

• 2022-05-10 → 2024-09-30
  Mariner Independent
  Brookline, MA
• 2020-11-03 → 2022-03-30
  Adviceperiod, Llc
  1318 Beacon Street, MA
  Los Angeles, CA
• 2014-11-28 → 2020-10-16
  Via Global Advisors Llc
  Brookline, MA
• 2013-10-08 → 2015-05-01
  Interactive Advisers, Interactive Advisors
  Boston, MA
• 2012-03-06 → 2013-01-05
  Tpw Financial
  Newton, MA
• 2009-01-26 → 2011-02-08
  Fiduciary Trust International, Llc
  Lincoln, MA
• 2005-08-18 → 2008-04-23
  Silver Bridge
  Boston, MA

Other Businesses

OBA Name: YPO Gold New England. Boston, MA. Role: Secretary of Board - Keep records of the corporation including minutes of all meetings of the Board of Directors and shall be custodian of the corporate seal. Started July 2026. Time spent: approximately 2 hours/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-14
• S66 Uniform Combined State Law Examination
  2007-06-11
• S63 Uniform Securities Agent State Law Examination
  1999-11-23

Other Names

• Kimberly Karole Rector
• Kim Rector
• Kimberly Karole Rector
• Kimberly Rector Clouse
• Kim Clouse
• Kimberly R Clouse