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Danville, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
| CA | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED_RES | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | New York | NY | 03/2013 | 02/2020 |
| Cambridge Investment Research Advisors, Inc | New York | NY | 03/2013 | 02/2020 |
| Kimball, Kerri Lynn Dba Apogee Wealth Advisors | Danville | CA | 06/2026 | Present |
| Commonwealth Financial Network | Chappaqua | NY | 02/2020 | 07/2026 |
1. Kerri Kimball, Sole Proprietor; Investment related; Danville, CA; insurance; Agent; As of 06/2026; 8 hrs./month all during trading; Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-11 |
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