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Kmi Wealth Advisors CRD 313218
$54.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
375 Vassar St, Reno, NV 89502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| NV | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Reno | NV | 10/2013 | 03/2019 |
| Fourstar Wealth Advisors Llc | Chicago | IL | 03/2019 | 04/2022 |
| Kmi Wealth Llc | Reno | NV | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-20 |
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