Kimberly Ann Carroll

Current Employers

Employment History

• 09/2003 → Present
  Michele's Dance Center
  Wexford, PA
• 11/2015 → 11/2017
  Citizens Bank
  Pittsburgh, PA
• 11/2017 → 02/2019
  Citizens Securities, Inc
  Glenshaw, PA
• 11/2017 → 02/2019
  Citizens Bank
  Glenshaw, PA
• 02/2019 → 10/2020
  Citizens Securities, Inc
  Glenshaw, PA
• 02/2019 → 10/2020
  Citizens Bank
  Glenshaw, PA
• 10/2020 → 06/2021
  Citizens Bank
  Pittsburgh, PA
• 10/2020 → 06/2021
  Citizens Securities, Inc
  Canton, MA
• 07/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2021 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2021 → Present
  Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
  Pittsburgh, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2024 → Present
  Carroll Consulting, Llc
  Pittsburgh, PA
• 01/2024 → Present
  Strategic Associates
  Logan, UT
• 04/2024 → Present
  Rising Phoenixes Llc
  Pittsburgh, PA
• 04/2024 → Present
  Golden Lasso Llc
  Pittsburgh, PA

Previous Registrations

• 2018-10-31 → 2021-06-04
  Citizens Securities, Inc.
  Glenshaw, PA
  Monroeville, PA
  Bethel Park, PA
  Monroeville, PA
  Pittsburgh, PA

Other Businesses

Western PA Financial Center dba Ameritas Financial Services of WPA; same as branch; inv rel; financial services agency; Insurance Agent / Broker; start date=06/2021; hrs/mo=120; trading hrs/mo=120; sale of traditional life insurance and annuity products, manage a portion of another Registered Representative's book of business and begin some financial planning services with some of his clients * Michele's Dance Center; 9825 Perry Hwy, Wexford PA 15090; non-inv rel; teaching dance to children from ages 2-18; Dance Teacher; start date=09/2003; hrs/mo=1; trading hrs/mo=0; substitute on occasion for the staff if they are unavailable to teach students various dance styles including tap, ballet, jazz and hip-hop * Notary Public; same as branch; non-inv rel; notarize documents; Notary Public; start date=01/2018; hrs/mo=1; trading hrs/mo=1; notarize documents * Carroll Consulting, LLC; non inv rel; 11 Wisteria Drive, Pittsburgh, PA 15235; Tax purposes; Owner; start date=01/2024; hrs/mo=120; trading hrs/mo=120; Same duties and responsibilities as a financial advisor * Strategic Associates; non inv rel; 701 S Main St Ste 330, Logan, UT 84321; Consulting; Referrer; start date=01/2024; hrs/mo=1; trading hrs/mo=1; Refer clients for tax mitigation services * Rising Phoenixes LLC; non-inv rel; 1807 Meadville St, Pittsburgh, PA 15214; Purchase and management of rental properties; Member; start date=04/2024; hrs/mo=1; trading hrs/mo=1; Partnering to manage rental properties * Golden Lasso LLC; same as residence; non-inv rel; LLC for the purpose of owning rental property; Owner; start date=04/2024; hrs/mo=1; trading hrs/mo=1; investor of rental properties * Grit. Grace. Growth. Podcast; same as residence; non-inv rel; podcast for strong women to share their story of adversity and how they have risen in success; Owner; start date=03/2026; hrs/mo=3; trading hrs/mo=3; run the podcast

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-31
• S63 Uniform Securities Agent State Law Examination
  2018-01-23

Other Names

• Kimberly A Hooper
• Kim Carroll