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Kimberlee Ann Davis

Hightower Advisors, LLC

Newport Beach, CA

Chicago, IL

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Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-01
  • CA RA
    APPROVED
    Since 2026-01-01

Branch Locations

520 Newport Center Dr. Suite 300, Newport Beach, CA 92660 • United States

200 W. Madison St. Suite 2500, Chicago, IL 60606 • 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
OrganizationCityStateFromTo
Hightower Securities, Llc Newport Beach CA 04/2015 Present
Hightower Advisors, Llc Newport Beach CA 04/2015 Present
  • 04/2015 → Present
    Hightower Securities, Llc
    Newport Beach, CA
  • 04/2015 → Present
    Hightower Advisors, Llc
    Newport Beach, CA
Previous Registrations
  • 2013-11-23 → 2015-04-15
    Morgan Stanley
    Laguna Niguel, CA
    Newport Beach, CA
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-22
  • S66 Uniform Combined State Law Examination
    2013-11-22
Other Names
  • Kimberlee Berkowitch

View on SEC IAPD

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