Kimberly Irene Swope

Current Employers

Employment History

• 06/2005 → 06/2019
  Pfa Professional Group
  Camp Hill, PA
• 06/2005 → 01/2020
  Professional Financial Advisors, Inc
  Camp Hill, PA
• 07/2018 → Present
  Zimmermann Investment Management & Planning
  Dillsburg, PA
• 06/2005 → 01/2020
  Pfa Security Asset Management Inc.
  Camp Hill, PA
• 01/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 01/2009 → Present
  Professional Tax Advisors, Inc.
  Camp Hill, PA
• 12/2024 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2018-11-28 → 2025-01-31
  Zimmermann Investment Management & Planning Llc
  New Cumberland, PA
• 2007-06-22 → 2019-11-22
  Professional Financial Advisors, Inc.
  New Cumberland, PA

Other Businesses

1) Merit Financial Advisors. Investment Related. At Registered Location. RIA. Branch Office Manager. Start Date: 12/20/24. 160hrs/ month, all during trading hours. Management, Advisor and Staff support client relations 2) Kimberly Irene Swope serves as a Tax Prepare at Professional Tax Advisors, Inc. 3) Registered Representative (non-producing) for Purshe Kaplan Sterling Investments as of 2020-01-08; investment related: Yes; 18 Corporate Woods Blvd Albany NY 12211; FINRA registered Broker Dealer firm.; Sales of direct purchase mutual funds, variable annuities, etc.;Hours devoted to business during trading hours: 80;Hours devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S66 Uniform Combined State Law Examination
  2007-06-21
• S63 Uniform Securities Agent State Law Examination
  2006-07-13

Other Names

• Kimberly Irene Manning
• Kimberly I Manning