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Kristi Jo Thompson

Wealth Management Partners, LLC

Tucson, AZ

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Current Employers
Wealth Management Partners, Llc

1980 E River Road Suite 120, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-22
  • AZ RA
    APPROVED
    Since 2023-06-22

Branch Locations

1980 E River Road Suite 120, Tucson, AZ 85718 • 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
Macy's Houston TX 02/2016 08/2018
Gringos Tex-Mex New Caney TX 08/2018 04/2021
Wealth Management Partners Tucson AZ 05/2021 04/2023
Wealth Management Partners Tucson AZ 04/2023 Present
  • 02/2016 → 08/2018
    Macy's
    Houston, TX
  • 08/2018 → 04/2021
    Gringos Tex-Mex
    New Caney, TX
  • 05/2021 → 04/2023
    Wealth Management Partners
    Tucson, AZ
  • 04/2023 → Present
    Wealth Management Partners
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-12
  • S65 Uniform Investment Adviser Law Examination
    2023-06-12
Other Names
  • Kristi Jo Dorpinghaus

View on SEC IAPD

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DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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