Kimberly Lindsay Bleck

Current Employers

Burkholder & Associates, Llc

1250 Connecticut Ave Nw 7Th Floor, Washington, DC 20036 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-04-16

MD RA
APPROVED

Since 2021-04-16

Branch Locations

1250 Connecticut Ave Nw 7Th Floor, Washington, DC 20036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Rockville	MD	01/2014	04/2021
Burkholder & Associates, Llc	Washington	DC	04/2021	Present
Private Client Services	Washington	DC	04/2021	Present

01/2014 → 04/2021

Lincoln Financial Advisors

Rockville, MD
04/2021 → Present

Burkholder & Associates, Llc

Washington, DC
04/2021 → Present

Private Client Services

Washington, DC

Previous Registrations

2014-01-08 → 2021-04-21

Osaic Fa, Inc.

Silver Spring, MD

Rockville, MD
2013-09-16 → 2013-12-31

Northwestern Mutual Investment Services, Llc

Mc Lean, VA

Other Businesses

1) BURKHOLDER & ASSOCIATES. Investment-related. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. FINANCIAL PLANNING AND WEALTH MANAGEMENT. DIRECTOR OF PLANNING. 160 HRS/MO; 160 DURING TRADING HRS. 2) NOTARY PUBLIC. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. NOTARY PUBLIC. NOTARIZE CLIENT DOCUMENTS. 1 HRS/MO; 0 DURING TRADING HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-14
S63	Uniform Securities Agent State Law Examination	2011-09-17

S65 Uniform Investment Adviser Law Examination

2013-09-14
S63 Uniform Securities Agent State Law Examination

2011-09-17

Designations

Other Names

Kimberly Jane Lindsay

View on SEC IAPD