Kimberli Marie Garrett

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2019 → Present
  Garrett Wealth Management
  Houston, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 1996, 4 HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: GARRETT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES & INSURANCE AND CONDUCT FINANCIAL BUSINESS OF BRANCH; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & INSURANCE AND CONDUCT FINANCIAL BUSINESS OF BRANCH; 3. NAME OF OTHER BUSINESS: EXECUTOR FOR ESTATE ; INVESTMENT RELATED: NO ; ADDRESS: 9611 MOORBERRY LANE HOUSTON, TX 77080 ; NATURE OF BUSINESS: ESTATE ; START DATE: 3/2022 ; POSITION/TITLE/RELATIONSHIP: EXECUTOR APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: SETTLING ESTATE ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-22