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Kevin Dale Kimery

Kimery Wealth Management, LLC

Memphis, TN

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Current Employers
Kimery Wealth Management, Llc

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-06-19
TX RA APPROVED_RES 2017-06-19
  • TN RA
    APPROVED
    Since 2017-06-19
  • TX RA
    APPROVED_RES
    Since 2017-06-19

Branch Locations

6410 Poplar Avenue, Suite 100, Memphis, TN 38119 • 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
Citigroup Global Markets Inc. Memphis TN 06/2005 06/2017
Morgan Stanley Smith Barney Memphis TN 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2017
Kimery Wealth Management, Llc Memphis TN 06/2017 Present
Previous Registrations
Other Businesses

Right Calls Officials Association; Non Investment related; Line judge for NCAA Women's Volleyball; employee; 10/2016; 0,6 morpheus partners; New York, NY; Non Investment related; Partnership; limited partner; 01/2000; 0,2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-26
S63 Uniform Securities Agent State Law Examination 2002-07-24
  • S65 Uniform Investment Adviser Law Examination
    2002-08-26
  • S63 Uniform Securities Agent State Law Examination
    2002-07-24

View on SEC IAPD

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