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Employer firm

Kimberlite Financial Services Limited Liability Co. CRD 342159

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Kimberlite Financial Services Limited Liability Co.

Layton, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-23
  • UT RA
    APPROVED
    Since 2026-06-23

Branch Locations

Layton, UT • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 11/2022 → 08/2023
    Fidelity Investments
    Salt Lake City, UT
  • 10/2022 → 11/2022
    Select Quote
    Overland Park, KS
  • 06/2020 → 10/2020
    Americas Best Contacts
    Clinton, UT
  • 03/2019 → 06/2020
    Eyemart Express
    Layton, UT
  • 09/2017 → 03/2019
    Diamonds Direct
    Murray, UT
  • 05/2017 → 08/2017
    Unemployed
    Layton, UT
  • 09/2016 → 04/2017
    Helzberg Diamonds
    Lone Tree, CO
  • 08/2016 → 09/2016
    Wells Fargo
    Broomfield, CO
  • 08/2023 → 01/2026
    Morgan Stanley
    Sandy, UT
  • 01/2026 → 04/2026
    Cottonwood Heights, UT
  • 01/2026 → 04/2026
    Charles Schwab Bank, Ssb
    Cottonwood Heights, UT
  • 11/2020 → 09/2022
    Self Employed
    Layton, UT
  • 04/2026 → Present
    Kimberlite Financial Services Llc
    Layton, UT
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
S63 Uniform Securities Agent State Law Examination 2023-03-08
  • S66 Uniform Combined State Law Examination
    2026-03-17
  • S63 Uniform Securities Agent State Law Examination
    2023-03-08
Other Names
  • Ryan Jeffrey Hammett
  • Ryan Hammett

View on SEC IAPD

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