Kimberly Overby

Current Employers

Cooper Mcmanus

9870 Research Drive, Irvine, CA 92618 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2022-01-19

CA RA
APPROVED_RES

Since 2022-01-19

Branch Locations

9870 Research Drive, Irvine, CA 92618 • 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
Overby Settlement Consulting	Cypress	TX	05/2006	Present
Cooper Mcmanus Wealth Management	Cypress	TX	01/2022	Present

05/2006 → Present

Overby Settlement Consulting

Cypress, TX
01/2022 → Present

Cooper Mcmanus Wealth Management

Cypress, TX

Other Businesses

1. Sage Settlement Consulting; Investment-Related; 15814 Medina Lake Lane, Cypress, TX 77429; Comprehensive Settlement Planning Solutions; Settlement Consultant; Start 2009; 60hrs/week; 200 hours during trading; Financial Planning for Settlement Recipients

Current Employers

Cooper Mcmanus

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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