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Kimberly Ann Atchley

Guidestone Advisors

Dallas, TX

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Current Employers
Guidestone Advisors

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-04
  • TX RA
    APPROVED
    Since 2019-02-04

Branch Locations

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152 • 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
Taylor Stephens, Inc Irving TX 01/1998 01/2019
Wells Nelson & Associates, Llc Irving TX 05/2017 01/2019
Guidestone Financial Resources Dallas TX 01/2019 Present
  • 01/1998 → 01/2019
    Irving, TX
  • 05/2017 → 01/2019
    Wells Nelson & Associates, Llc
    Irving, TX
  • 01/2019 → Present
    Guidestone Financial Resources
    Dallas, TX
Previous Registrations
  • 2015-04-17 → 2019-01-31
    Coppell, TX
  • 2014-08-04 → 2015-11-09
    Braymen, Lambert And Noel Securities, Ltd.
    Irving, TX
Other Businesses

Jet's Pizza - not investment-related - Pizza delivery & carry-out Address: 1951 FM 423, Frisco, TX 75033 Hourly Employee as of 10/2/2023 - 15 hours a month delivery & restaurant help - 0 hours during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-10-25
S65 Uniform Investment Adviser Law Examination 2014-08-04
  • S63 Uniform Securities Agent State Law Examination
    2017-10-25
  • S65 Uniform Investment Adviser Law Examination
    2014-08-04
Other Names
  • Kimberly Ann Mccreary
  • Kimberly Ann Zettle

View on SEC IAPD

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