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Kimberly S. Southmayd

Haverford Financial Services, Inc.

Radnor, PA

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Current Employers
Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-10-20
  • PA RA
    APPROVED
    Since 2014-10-20

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • 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
The Haverford Trust Company Radnor PA 05/2006 Present
Haverford Trust Securities, Inc. Radnor PA 06/2006 Present
Haverford Financial Services, Inc. Radnor PA 07/2012 Present
  • 05/2006 → Present
    The Haverford Trust Company
    Radnor, PA
  • 06/2006 → Present
    Haverford Trust Securities, Inc.
    Radnor, PA
  • 07/2012 → Present
    Haverford Financial Services, Inc.
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-19
  • S65 Uniform Investment Adviser Law Examination
    2014-10-19
Other Names
  • Kimberly Smith

View on SEC IAPD

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Other Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

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