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Kimberlite Financial Services Limited Liability Co. CRD 342159
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Layton, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 11/2022 | 08/2023 |
| Select Quote | Overland Park | KS | 10/2022 | 11/2022 |
| Americas Best Contacts | Clinton | UT | 06/2020 | 10/2020 |
| Eyemart Express | Layton | UT | 03/2019 | 06/2020 |
| Diamonds Direct | Murray | UT | 09/2017 | 03/2019 |
| Unemployed | Layton | UT | 05/2017 | 08/2017 |
| Helzberg Diamonds | Lone Tree | CO | 09/2016 | 04/2017 |
| Wells Fargo | Broomfield | CO | 08/2016 | 09/2016 |
| Morgan Stanley | Sandy | UT | 08/2023 | 01/2026 |
| Charles Schwab & Co., Inc | Cottonwood Heights | UT | 01/2026 | 04/2026 |
| Charles Schwab Bank, Ssb | Cottonwood Heights | UT | 01/2026 | 04/2026 |
| Self Employed | Layton | UT | 11/2020 | 09/2022 |
| Kimberlite Financial Services Llc | Layton | UT | 04/2026 | Present |
the name of the other business; Kimberlite Insurance Services whether the business is investment-related; Yes the address of the other business; 1007n 3575w, Layton Utah 84041 the nature of the other business; Insurance Producer your position; Manager title, or relationship with the other business; Manager the start date of your relationship; 05/2026 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Offer insurance products to qualified clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-08 |
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