Kimberly Frances Myers

Current Employers

Employment History

• 10/2016 → 04/2019
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 11/2016 → 04/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2016 → 04/2019
  Self Employed
  Maricopa, AZ
• 01/2017 → 04/2019
  Lincoln Investment
  Phoenix, AZ
• 04/2018 → 04/2019
  Lincoln Investment
  Fort Washington, PA
• 04/2018 → 04/2019
  Legend Advisory
  Phoenix, AZ
• 04/2019 → 08/2020
  Compass Bank
  Birmingham, AL
• 04/2019 → 08/2020
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 04/2019 → 08/2020
  Bbva Securities Inc
  Phoenix, AZ
• 05/2019 → 08/2020
  Bbva Wealth Solutions Inc
  Phoenix, AZ
• 08/2020 → 01/2021
  Cuna Brokerage Services, Inc
  Waverly, IA
• 08/2020 → 01/2021
  Cuna Mutual Group
  Waverly, IA
• 08/2020 → 12/2023
  Self Employed- Kurioso Designs
  Maricopa, AZ
• 01/2021 → 02/2021
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 11/2021 → 12/2024
  Lincoln Investment
  Fort Washingon, PA
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2018 → Present
  Copper Sun Financial, Llc Dba Copper Sun Insurance Brokers
  Scottsdale, AZ
• 10/2024 → Present
  Vida Legacy Planning
  Maricopa, AZ

Previous Registrations

• 2021-11-05 → 2025-01-03
  Lincoln Investment
  Phoenix, AZ
  Maricopa, AZ
  Palm Beach Gardens, FL
  Maricopa, AZ
  St. Petersburg, FL
• 2021-11-05 → 2025-01-03
  Capital Analysts
  Maricopa, AZ
  Phoenix, AZ
• 2021-01-26 → 2021-03-10
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 2020-09-02 → 2021-01-19
  Cuna Brokerage Services, Inc.
  Phoenix, AZ
• 2019-05-01 → 2020-07-31
  Pnc Managed Account Solutions, Inc.
  Phoenix, AZ
• 2019-04-05 → 2019-04-22
  Lincoln Investment
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2018-04-26 → 2019-04-22
  Legend Advisory, Llc
  Phoenix, AZ
• 2016-11-25 → 2017-10-20
  Legend Advisory, Llc
  Phoenix, AZ
  Palm Beach Gardens, FL
• 2015-07-30 → 2015-12-17
  Osaic Fs, Inc.
  Tempe, AZ
• 2015-03-17 → 2015-07-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2014-11-03 → 2014-12-10
  Edward Jones
  St Louis, MO
  Maricop, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2007 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: DANCE FOR TATAS INVESTMENT RELATED: NO ADDRESS: 43248 W RIO BRAVO DR MARICOPA, AZ 85138 NATURE OF BUSINESS: CHARITABLE START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I ASSIST THE GROUP WITH ORGANIZING AND PROMOTING EVENTS TO HELP PROMOTE AWARENESS OF BREAST CANCER PREVENTATIVE TREATMENTS; 3. NAME OF OTHER BUSINESS: BLUE STAR MOMS MARICOPA INVESTMENT RELATED: NO ADDRESS: 41600 W SMITH ENKE RD MARICOPA, AZ 85138 NATURE OF BUSINESS: SUPPORT GROUP START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST THE GROUP IN BRINGING AWARENESS TO THE SERVICES PROVIDED BY THIS NATIONAL ORGANIZATION TO PROVIDE SUPPORT TO MILITARY FAMILIES - INCLUDING MOTHERS WHO HAVE OR HAVE HAD CHILDREN SERVE IN THE US MILITARY; 4. NAME OF OTHER BUSINESS: COPPER SUN FINANCIAL, LLC DBA COPPER SUN INSURANCE BROKERS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE DBA; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE; 5. NAME OF OTHER BUSINESS: VIDA LEGACY PLANNING INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: ORGANIZATION SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I PROVIDE A PRINTED AND/OR DOWNLOADABLE PLANNER TO HELP ORGANIZE PEOPLE DOCUMENTS; 6. NAME OF OTHER BUSINESS: WESTBROOK FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE BROKERAGE AND ADVISORY SERVICES AS NEEDED;

Exams

• S66 Uniform Combined State Law Examination
  2014-10-17

Other Names

• Kimberly Lupercio
• Kimberly F Myers
• Kimberly Myers
• Kim Myers